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 | $140,474 | $103,966+35.1% | $112,887+24.4% | $75,163+86.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 80.5%+19.5pp | 67.2%+32.8pp |
| Annual return | 13.61% | 24.54%-10.9pp | 34.10%-20.5pp | 160.62%-147.0pp |
| Employer contribution / active EE | $9,617 | $3,870+148.5% | $4,563+110.7% | $2,670+260.2% |
| Participant deferral / active EE | $921 | $5,456-83.1% | $6,513-85.9% | $4,125-77.7% |
| Admin fee / account holder | $4,809 | $7,663-37.2% | $7,047-31.8% | $5,651-14.9% |