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 | $137,233 | $71,480+92.0% | $90,782+51.2% | $64,186+113.8% |
| Participation rate | 100.0% | 77.6%+22.4pp | 82.7%+17.3pp | 69.6%+30.4pp |
| Annual return | -7.67% | -4.25%-3.4pp | -3.42%-4.2pp | 7.63%-15.3pp |
| Employer contribution / active EE | $9,020 | $3,415+164.2% | $4,105+119.7% | $2,381+278.9% |
| Participant deferral / active EE | $198 | $4,302-95.4% | $5,366-96.3% | $3,470-94.3% |
| Admin fee / account holder | $15,218 | $6,309+141.2% | $5,908+157.6% | $4,888+211.3% |