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 | $110,886 | $103,966+6.7% | $112,887-1.8% | $75,163+47.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 80.5%+19.5pp | 67.2%+32.8pp |
| Annual return | 17.06% | 24.54%-7.5pp | 34.10%-17.0pp | 160.62%-143.6pp |
| Employer contribution / active EE | $10,201 | $3,870+163.6% | $4,563+123.5% | $2,670+282.1% |
| Participant deferral / active EE | $438 | $5,456-92.0% | $6,513-93.3% | $4,125-89.4% |
| Admin fee / account holder | $10,640 | $7,663+38.8% | $7,047+51.0% | $5,651+88.3% |