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 | $127,089 | $79,633+59.6% | $93,789+35.5% | $68,494+85.5% |
| Participation rate | 100.0% | 75.4%+24.6pp | 81.0%+19.0pp | 67.9%+32.1pp |
| Annual return | -13.82% | -0.10%-13.7pp | -11.33%-2.5pp | -7.84%-6.0pp |
| Employer contribution / active EE | $10,258 | $3,665+179.9% | $4,323+137.3% | $2,596+295.1% |
| Participant deferral / active EE | $1,094 | $5,158-78.8% | $6,094-82.0% | $4,027-72.8% |
| Admin fee / account holder | $2,734 | $6,871-60.2% | $7,195-62.0% | $5,403-49.4% |