Filed November 16, 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.
Employer 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 | $94,985 | $127,100-25.3% | $105,738-10.2% | $135,375-29.8% |
| Participation rate | 71.4% | 82.7%-11.3pp | 76.3%-4.9pp | 82.6%-11.2pp |
| Annual return | 11.52% | 4.49%+7.0pp | 6.27%+5.2pp | 519.73%-508.2pp |
| Employer contribution / active EE | $795 | $4,107-80.7% | $3,268-75.7% | $4,779-83.4% |
| Participant deferral / active EE | $1,750 | $5,064-65.4% | $4,080-57.1% | $5,609-68.8% |
| Admin fee / account holder | $708 | $9,087-92.2% | $6,913-89.8% | $10,827-93.5% |