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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,571 | $88,370+57.9% | $112,977+23.5% | $79,858+74.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 82.6%+17.4pp | 69.6%+30.4pp |
| Annual return | 9.06% | 23.16%-14.1pp | 24.24%-15.2pp | 31.71%-22.7pp |
| Employer contribution / active EE | $9,347 | $3,398+175.1% | $4,255+119.7% | $2,471+278.3% |
| Participant deferral / active EE | $890 | $4,536-80.4% | $5,836-84.7% | $3,740-76.2% |
| Admin fee / account holder | $19,131 | $5,750+232.7% | $6,294+204.0% | $5,306+260.5% |