Filed December 10, 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 | $54,321 | $69,977-22.4% | $108,579-50.0% | $62,891-13.6% |
| Participation rate | 75.5% | 72.9%+2.6pp | 79.6%-4.1pp | 69.3%+6.2pp |
| Annual return | 6.11% | 10.73%-4.6pp | -51.70%+57.8pp | 20.14%-14.0pp |
| Employer contribution / active EE | $290 | $2,135-86.4% | $3,758-92.3% | $2,281-87.3% |
| Participant deferral / active EE | $1,588 | $3,165-49.8% | $4,311-63.2% | $3,203-50.4% |
| Admin fee / account holder | $2,264 | $5,076-55.4% | $7,645-70.4% | $4,296-47.3% |