Filed September 22, 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 | $44,041 | $97,757-54.9% | $83,848-47.5% | $135,375-67.5% |
| Participation rate | 79.2% | 80.0%-0.8pp | 76.1%+3.0pp | 82.6%-3.5pp |
| Annual return | -6.74% | 1287.37%-1294.1pp | 850.88%-857.6pp | 519.73%-526.5pp |
| Employer contribution / active EE | $648 | $4,222-84.6% | $3,631-82.2% | $4,779-86.4% |
| Participant deferral / active EE | $2,737 | $4,682-41.5% | $4,082-32.9% | $5,609-51.2% |
| Admin fee / account holder | $14,397 | $6,674+115.7% | $5,478+162.8% | $10,827+33.0% |