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 | $63,073 | $71,192-11.4% | $117,854-46.5% | $62,292+1.3% |
| Participation rate | 71.2% | 74.2%-3.1pp | 79.7%-8.5pp | 69.5%+1.6pp |
| Annual return | 13.84% | 18.66%-4.8pp | 335.08%-321.2pp | 28.90%-15.1pp |
| Employer contribution / active EE | $292 | $1,934-84.9% | $3,786-92.3% | $2,042-85.7% |
| Participant deferral / active EE | $1,669 | $3,189-47.7% | $4,482-62.8% | $3,169-47.3% |
| Admin fee / account holder | $3,237 | $587+451.2% | $8,020-59.6% | $479+575.3% |