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 | $55,445 | $105,181-47.3% | $159,436-65.2% | $85,850-35.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 13.40% | 45.07%-31.7pp | 263.57%-250.2pp | 318.53%-305.1pp |
| Employer contribution / active EE | $584 | $3,318-82.4% | $4,829-87.9% | $2,565-77.2% |
| Participant deferral / active EE | $6,829 | $5,945+14.9% | $7,352-7.1% | $3,952+72.8% |
| Admin fee / account holder | $3,624 | $6,933-47.7% | $10,799-66.4% | $6,260-42.1% |