Filed December 16, 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 | $49,406 | $226,064-78.1% | $182,532-72.9% | $152,861-67.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 12.97% | 192.51%-179.5pp | 148.54%-135.6pp | 345.32%-332.3pp |
| Employer contribution / active EE | $208 | $4,978-95.8% | $4,076-94.9% | $4,762-95.6% |
| Participant deferral / active EE | $2,096 | $6,368-67.1% | $5,524-62.1% | $5,850-64.2% |
| Admin fee / account holder | $479 | $10,703-95.5% | $8,592-94.4% | $11,596-95.9% |