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.
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 | $146,250 | $185,822-21.3% | $169,993-14.0% | $139,434+4.9% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 17.94% | 60.50%-42.6pp | 53.37%-35.4pp | 372.94%-355.0pp |
| Employer contribution / active EE | $2,069 | $7,590-72.7% | $6,785-69.5% | $4,751-56.5% |
| Participant deferral / active EE | $2,466 | $11,622-78.8% | $10,408-76.3% | $6,710-63.3% |
| Admin fee / account holder | $32,365 | $15,381+110.4% | $12,815+152.5% | $11,403+183.8% |