Filed November 10, 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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,181 | $67,411-38.9% | $91,001-54.7% | $70,131-41.3% |
| Participation rate | 92.0% | 71.4%+20.6pp | 75.6%+16.4pp | 69.5%+22.5pp |
| Annual return | 10.45% | -40.16%+50.6pp | 4.60%+5.8pp | 73.14%-62.7pp |
| Employer contribution / active EE | $332 | $1,786-81.4% | $2,456-86.5% | $2,342-85.8% |
| Participant deferral / active EE | $1,961 | $2,823-30.5% | $3,547-44.7% | $3,332-41.1% |
| Admin fee / account holder | $1,302 | $4,236-69.3% | $5,417-76.0% | $4,645-72.0% |