Filed December 11, 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.
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 | $15,558 | $58,694-73.5% | $142,863-89.1% | $85,850-81.9% |
| Participation rate | 97.5% | 58.5%+39.0pp | 71.9%+25.6pp | 69.3%+28.2pp |
| Annual return | 37.58% | 27.72%+9.9pp | 5637.54%-5600.0pp | 318.53%-281.0pp |
| Employer contribution / active EE | $569 | $1,423-60.0% | $4,144-86.3% | $2,565-77.8% |
| Participant deferral / active EE | $1,458 | $2,607-44.1% | $3,837-62.0% | $3,952-63.1% |
| Admin fee / account holder | $8,422 | $4,239+98.7% | $6,560+28.4% | $6,260+34.5% |