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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,368 | $66,310-40.6% | $93,606-57.9% | $65,185-39.6% |
| Participation rate | 89.6% | 74.0%+15.6pp | 75.8%+13.8pp | 70.2%+19.4pp |
| Annual return | 15.23% | 42.58%-27.3pp | 32.76%-17.5pp | 29.38%-14.2pp |
| Employer contribution / active EE | $1,821 | $2,012-9.5% | $2,718-33.0% | $2,177-16.3% |
| Participant deferral / active EE | $0 | $3,342-100.0% | $4,069-100.0% | $3,514-100.0% |
| Admin fee / account holder | $2,895 | $6,897-58.0% | $7,888-63.3% | $847+241.8% |