Filed May 14, 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.
Employer 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 | $77,103 | $160,055-51.8% | $140,016-44.9% | $135,375-43.0% |
| Participation rate | 91.7% | 88.5%+3.1pp | 87.5%+4.2pp | 82.6%+9.0pp |
| Annual return | -3.13% | 911.38%-914.5pp | 651.12%-654.2pp | 519.73%-522.9pp |
| Employer contribution / active EE | $649 | $6,420-89.9% | $5,606-88.4% | $4,779-86.4% |
| Participant deferral / active EE | $1,796 | $7,642-76.5% | $6,927-74.1% | $5,609-68.0% |
| Admin fee / account holder | $2,580 | $13,328-80.6% | $10,705-75.9% | $10,827-76.2% |