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 | $45,927 | $70,908-35.2% | $98,907-53.6% | $73,488-37.5% |
| Participation rate | 89.6% | 73.8%+15.9pp | 76.0%+13.6pp | 70.7%+18.9pp |
| Annual return | 13.72% | 34.17%-20.4pp | 196.43%-182.7pp | 28.51%-14.8pp |
| Employer contribution / active EE | $1,890 | $2,036-7.2% | $2,689-29.7% | $2,270-16.7% |
| Participant deferral / active EE | $0 | $3,500-100.0% | $4,244-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,163 | $535+117.4% | $6,642-82.5% | $513+126.6% |