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 | $116,855 | $209,832-44.3% | $189,513-38.3% | $167,490-30.2% |
| Participation rate | 82.4% | 88.7%-6.3pp | 87.8%-5.5pp | 82.1%+0.2pp |
| Annual return | 15.52% | 748.27%-732.7pp | 555.15%-539.6pp | 478.56%-463.0pp |
| Employer contribution / active EE | $536 | $6,914-92.2% | $6,162-91.3% | $4,837-88.9% |
| Participant deferral / active EE | $1,507 | $8,935-83.1% | $8,221-81.7% | $6,341-76.2% |
| Admin fee / account holder | $2,464 | $14,293-82.8% | $12,045-79.5% | $12,309-80.0% |