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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,151 | $93,571-32.5% | $135,903-53.5% | $75,163-16.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 14.58% | 30.90%-16.3pp | 68.23%-53.7pp | 160.62%-146.0pp |
| Employer contribution / active EE | $532 | $3,537-85.0% | $4,856-89.0% | $2,670-80.1% |
| Participant deferral / active EE | $6,983 | $6,404+9.0% | $7,758-10.0% | $4,125+69.3% |
| Admin fee / account holder | $5,881 | $6,975-15.7% | $10,762-45.4% | $5,651+4.1% |