Filed June 11, 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 | $158,459 | $54,380+191.4% | $68,509+131.3% | $59,632+165.7% |
| Participation rate | 81.3% | 70.2%+11.1pp | 74.7%+6.5pp | 68.7%+12.6pp |
| Annual return | 2.44% | 2.83%-0.4pp | 8.27%-5.8pp | 2041.28%-2038.8pp |
| Employer contribution / active EE | $8,283 | $1,539+438.4% | $2,278+263.6% | $2,203+276.0% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $3,382-100.0% | $3,192-100.0% |
| Admin fee / account holder | $43,901 | $3,885+1029.9% | $5,275+732.3% | $4,297+921.7% |