Filed December 30, 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.
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 | $67,765 | $86,929-22.0% | $102,423-33.8% | $80,856-16.2% |
| Participation rate | 94.7% | 72.4%+22.4pp | 76.5%+18.2pp | 67.6%+27.1pp |
| Annual return | 16.93% | 18.88%-2.0pp | 29.32%-12.4pp | 35.59%-18.7pp |
| Employer contribution / active EE | $307 | $2,369-87.0% | $3,023-89.8% | $2,755-88.9% |
| Participant deferral / active EE | $1,039 | $4,118-74.8% | $5,053-79.4% | $4,296-75.8% |
| Admin fee / account holder | $441 | $8,049-94.5% | $9,451-95.3% | $6,918-93.6% |