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 | $88,800 | $183,963-51.7% | $162,163-45.2% | $152,861-41.9% |
| Participation rate | 92.9% | 88.5%+4.4pp | 87.6%+5.3pp | 82.4%+10.4pp |
| Annual return | 23.13% | 150.76%-127.6pp | 115.59%-92.5pp | 345.32%-322.2pp |
| Employer contribution / active EE | $656 | $6,371-89.7% | $5,614-88.3% | $4,762-86.2% |
| Participant deferral / active EE | $1,796 | $8,034-77.6% | $7,298-75.4% | $5,850-69.3% |
| Admin fee / account holder | $2,782 | $13,121-78.8% | $10,843-74.3% | $11,596-76.0% |