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 | $74,788 | $91,538-18.3% | $129,995-42.5% | $75,163-0.5% |
| Participation rate | 70.8% | 71.4%-0.7pp | 78.5%-7.7pp | 67.2%+3.6pp |
| Annual return | 14.89% | -631.11%+646.0pp | -137.18%+152.1pp | 160.62%-145.7pp |
| Employer contribution / active EE | $578 | $2,845-79.7% | $4,320-86.6% | $2,670-78.3% |
| Participant deferral / active EE | $3,694 | $4,341-14.9% | $5,820-36.5% | $4,125-10.5% |
| Admin fee / account holder | $4,681 | $6,790-31.1% | $10,614-55.9% | $5,651-17.2% |