Filed August 13, 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.
Participant 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 | $68,361 | $125,758-45.6% | $169,993-59.8% | $75,163-9.1% |
| Participation rate | 77.4% | 83.6%-6.2pp | 87.0%-9.6pp | 67.2%+10.2pp |
| Annual return | 23.17% | 27.20%-4.0pp | 53.37%-30.2pp | 160.62%-137.4pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,470 | $6,837-78.5% | $10,408-85.9% | $4,125-64.4% |
| Admin fee / account holder | $522 | $8,173-93.6% | $12,815-95.9% | $5,651-90.8% |