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 | $49,955 | $79,428-37.1% | $106,548-53.1% | $79,386-37.1% |
| Participation rate | 85.8% | 74.1%+11.7pp | 76.1%+9.7pp | 70.7%+15.1pp |
| Annual return | 12.57% | 18.27%-5.7pp | 26.80%-14.2pp | 116.85%-104.3pp |
| Employer contribution / active EE | $2,038 | $2,234-8.8% | $2,819-27.7% | $2,427-16.0% |
| Participant deferral / active EE | $0 | $3,823-100.0% | $4,398-100.0% | $4,046-100.0% |
| Admin fee / account holder | $7,018 | $523+1241.7% | $7,407-5.3% | $626+1020.3% |