Filed August 5, 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 | $36,112 | $58,083-37.8% | $80,019-54.9% | $56,287-35.8% |
| Participation rate | 87.9% | 73.6%+14.2pp | 75.8%+12.0pp | 69.9%+18.0pp |
| Annual return | -2.07% | 34.61%-36.7pp | 11.22%-13.3pp | -9.96%+7.9pp |
| Employer contribution / active EE | $1,840 | $1,932-4.8% | $2,468-25.4% | $2,111-12.8% |
| Participant deferral / active EE | $0 | $3,135-100.0% | $3,686-100.0% | $3,350-100.0% |
| Admin fee / account holder | $1,770 | $623+184.3% | $6,521-72.9% | $521+239.8% |