Filed September 28, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,955 | $87,841+28.6% | $133,980-15.7% | $62,891+79.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 5.53% | 12.05%-6.5pp | 29.30%-23.8pp | 20.14%-14.6pp |
| Employer contribution / active EE | $7,030 | $3,483+101.8% | $5,211+34.9% | $2,281+208.2% |
| Participant deferral / active EE | $172 | $4,812-96.4% | $6,282-97.3% | $3,203-94.6% |
| Admin fee / account holder | $26,520 | $5,371+393.7% | $9,324+184.4% | $4,296+517.4% |