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 | $145,262 | $88,370+64.4% | $112,977+28.6% | $79,858+81.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 82.6%+17.4pp | 69.6%+30.4pp |
| Annual return | 15.55% | 23.16%-7.6pp | 24.24%-8.7pp | 31.71%-16.2pp |
| Employer contribution / active EE | $9,554 | $3,398+181.2% | $4,255+124.6% | $2,471+286.7% |
| Participant deferral / active EE | $482 | $4,536-89.4% | $5,836-91.7% | $3,740-87.1% |
| Admin fee / account holder | $34,874 | $5,750+506.5% | $6,294+454.1% | $5,306+557.2% |