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 | $40,057 | $89,753-55.4% | $107,525-62.7% | $84,808-52.8% |
| Participation rate | 94.0% | 68.1%+25.9pp | 75.1%+18.9pp | 68.3%+25.7pp |
| Annual return | 13.23% | 29.48%-16.2pp | 181.32%-168.1pp | 40.90%-27.7pp |
| Employer contribution / active EE | $187 | $3,113-94.0% | $3,754-95.0% | $2,631-92.9% |
| Participant deferral / active EE | $2,644 | $4,056-34.8% | $5,116-48.3% | $4,212-37.2% |
| Admin fee / account holder | $11,818 | $7,222+63.6% | $8,919+32.5% | $7,344+60.9% |