Filed December 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 | $44,792 | $81,446-45.0% | $103,374-56.7% | $80,874-44.6% |
| Participation rate | 91.5% | 66.9%+24.6pp | 74.5%+17.0pp | 67.6%+23.8pp |
| Annual return | 16.38% | 25.57%-9.2pp | 24.89%-8.5pp | 35.62%-19.2pp |
| Employer contribution / active EE | $214 | $3,107-93.1% | $3,869-94.5% | $2,756-92.2% |
| Participant deferral / active EE | $2,409 | $3,870-37.8% | $5,058-52.4% | $4,297-43.9% |
| Admin fee / account holder | $2,137 | $6,715-68.2% | $8,394-74.5% | $6,935-69.2% |