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 | $101,723 | $197,591-48.5% | $177,821-42.8% | $158,922-36.0% |
| Participation rate | 93.3% | 88.5%+4.8pp | 87.7%+5.6pp | 82.0%+11.4pp |
| Annual return | 21.70% | 58.76%-37.1pp | 48.32%-26.6pp | 302.83%-281.1pp |
| Employer contribution / active EE | $590 | $6,697-91.2% | $5,918-90.0% | $4,761-87.6% |
| Participant deferral / active EE | $1,623 | $8,405-80.7% | $7,714-79.0% | $5,982-72.9% |
| Admin fee / account holder | $2,408 | $15,399-84.4% | $12,427-80.6% | $11,246-78.6% |