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 | $156,823 | $75,963+106.4% | $97,995+60.0% | $70,131+123.6% |
| Participation rate | 100.0% | 77.0%+23.0pp | 82.4%+17.6pp | 69.5%+30.5pp |
| Annual return | 18.19% | 19.26%-1.1pp | 23.94%-5.7pp | 73.14%-54.9pp |
| Employer contribution / active EE | $9,272 | $3,278+182.8% | $4,158+123.0% | $2,342+295.8% |
| Participant deferral / active EE | $221 | $4,053-94.5% | $5,097-95.7% | $3,332-93.4% |
| Admin fee / account holder | $1,141 | $5,407-78.9% | $5,943-80.8% | $4,645-75.4% |