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 | $168,266 | $89,698+87.6% | $103,476+62.6% | $80,856+108.1% |
| Participation rate | 98.4% | 76.0%+22.5pp | 80.5%+17.9pp | 67.6%+30.8pp |
| Annual return | 22.14% | 22.78%-0.6pp | 23.90%-1.8pp | 35.59%-13.5pp |
| Employer contribution / active EE | $9,836 | $4,018+144.8% | $4,672+110.5% | $2,755+257.1% |
| Participant deferral / active EE | $1,049 | $5,456-80.8% | $6,623-84.2% | $4,296-75.6% |
| Admin fee / account holder | $15,853 | $6,768+134.2% | $9,413+68.4% | $6,918+129.2% |