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 | $45,059 | $84,556-46.7% | $116,228-61.2% | $74,304-39.4% |
| Participation rate | 81.6% | 66.0%+15.5pp | 74.6%+7.0pp | 60.3%+21.2pp |
| Annual return | 12.03% | 18.35%-6.3pp | 90.06%-78.0pp | 29.43%-17.4pp |
| Employer contribution / active EE | $2,483 | $2,168+14.6% | $2,994-17.1% | $2,241+10.8% |
| Participant deferral / active EE | $0 | $3,814-100.0% | $4,953-100.0% | $3,767-100.0% |
| Admin fee / account holder | $1,710 | $3,792-54.9% | $11,989-85.7% | $2,969-42.4% |