Filed September 15, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,459 | $148,978-42.6% | $200,582-57.4% | $84,808+0.8% |
| Participation rate | 95.3% | 84.2%+11.1pp | 86.9%+8.5pp | 68.3%+27.0pp |
| Annual return | 8.13% | 28.16%-20.0pp | 42.33%-34.2pp | 40.90%-32.8pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,193 | $7,142-41.3% | $9,331-55.1% | $4,212-0.4% |
| Admin fee / account holder | $5,563 | $13,977-60.2% | $16,305-65.9% | $7,344-24.3% |