Filed December 29, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,874 | $89,355-26.3% | $141,162-53.3% | $72,985-9.7% |
| Participation rate | 97.1% | 75.1%+21.9pp | 82.5%+14.6pp | 69.5%+27.6pp |
| Annual return | 20.52% | 111.85%-91.3pp | 71.39%-50.9pp | 81.00%-60.5pp |
| Employer contribution / active EE | $439 | $3,114-85.9% | $4,735-90.7% | $2,440-82.0% |
| Participant deferral / active EE | $4,320 | $5,418-20.3% | $6,709-35.6% | $3,607+19.8% |
| Admin fee / account holder | $6,923 | $5,958+16.2% | $10,261-32.5% | $5,124+35.1% |