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.
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 | $174,416 | $123,793+40.9% | $177,821-1.9% | $79,858+118.4% |
| Participation rate | 97.1% | 84.7%+12.4pp | 87.7%+9.3pp | 69.6%+27.4pp |
| Annual return | 10.35% | 22.82%-12.5pp | 48.32%-38.0pp | 31.71%-21.4pp |
| Employer contribution / active EE | $6,341 | $4,095+54.8% | $5,918+7.1% | $2,471+156.6% |
| Participant deferral / active EE | $2,741 | $5,956-54.0% | $7,714-64.5% | $3,740-26.7% |
| Admin fee / account holder | $1,765 | $7,243-75.6% | $12,427-85.8% | $5,306-66.7% |