Filed September 8, 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 | $119,390 | $65,082+83.4% | $81,367+46.7% | $59,632+100.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 82.3%+17.7pp | 68.7%+31.3pp |
| Annual return | -0.07% | 1.16%-1.2pp | -0.92%+0.8pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $8,255 | $2,934+181.4% | $3,930+110.1% | $2,203+274.8% |
| Participant deferral / active EE | $141 | $4,083-96.5% | $5,383-97.4% | $3,192-95.6% |
| Admin fee / account holder | $5,877 | $7,582-22.5% | $8,926-34.2% | $4,297+36.8% |