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 | $146,326 | $81,947+78.6% | $105,387+38.8% | $72,985+100.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.03% | 42.90%-23.9pp | 26.82%-7.8pp | 81.00%-62.0pp |
| Employer contribution / active EE | $8,457 | $3,468+143.8% | $4,213+100.7% | $2,440+246.6% |
| Participant deferral / active EE | $955 | $4,494-78.8% | $5,502-82.6% | $3,607-73.5% |
| Admin fee / account holder | $816 | $6,258-87.0% | $6,559-87.6% | $5,124-84.1% |