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 | $98,816 | $79,633+24.1% | $93,789+5.4% | $68,494+44.3% |
| Participation rate | 100.0% | 75.4%+24.6pp | 81.0%+19.0pp | 67.9%+32.1pp |
| Annual return | -18.74% | -0.10%-18.6pp | -11.33%-7.4pp | -7.84%-10.9pp |
| Employer contribution / active EE | $9,507 | $3,665+159.4% | $4,323+119.9% | $2,596+266.2% |
| Participant deferral / active EE | $384 | $5,158-92.5% | $6,094-93.7% | $4,027-90.5% |
| Admin fee / account holder | $3,110 | $6,871-54.7% | $7,195-56.8% | $5,403-42.4% |