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.
Participant 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,401 | $87,733-74.5% | $106,548-79.0% | $85,850-73.9% |
| Participation rate | 77.4% | 71.9%+5.4pp | 76.1%+1.3pp | 69.3%+8.1pp |
| Annual return | 17.44% | 21.86%-4.4pp | 26.80%-9.4pp | 318.53%-301.1pp |
| Employer contribution / active EE | $562 | $2,073-72.9% | $2,819-80.1% | $2,565-78.1% |
| Participant deferral / active EE | $1,456 | $3,469-58.0% | $4,398-66.9% | $3,952-63.2% |
| Admin fee / account holder | $2,061 | $6,767-69.5% | $7,407-72.2% | $6,260-67.1% |