Filed December 24, 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 | $52,874 | $86,699-39.0% | $73,307-27.9% | $125,391-57.8% |
| Participation rate | 73.9% | 78.6%-4.7pp | 74.9%-1.0pp | 83.2%-9.3pp |
| Annual return | 1.16% | 2.78%-1.6pp | 5.67%-4.5pp | 282.22%-281.1pp |
| Employer contribution / active EE | $3 | $4,152-99.9% | $3,237-99.9% | $4,866-99.9% |
| Participant deferral / active EE | $3,894 | $5,550-29.8% | $4,991-22.0% | $5,352-27.2% |
| Admin fee / account holder | $3,615 | $7,771-53.5% | $5,637-35.9% | $9,540-62.1% |