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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,593 | $100,041+27.5% | $149,718-14.8% | $70,131+81.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 13.82% | 27.43%-13.6pp | 1501.63%-1487.8pp | 73.14%-59.3pp |
| Employer contribution / active EE | $7,165 | $3,662+95.7% | $5,445+31.6% | $2,342+205.9% |
| Participant deferral / active EE | $260 | $4,983-94.8% | $6,569-96.0% | $3,332-92.2% |
| Admin fee / account holder | $10,879 | $8,286+31.3% | $11,283-3.6% | $4,645+134.2% |