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 | $145,555 | $58,828+147.4% | $77,999+86.6% | $62,891+131.4% |
| Participation rate | 88.2% | 71.1%+17.2pp | 75.5%+12.7pp | 69.3%+18.9pp |
| Annual return | 5.62% | 17.16%-11.5pp | 425.96%-420.3pp | 20.14%-14.5pp |
| Employer contribution / active EE | $6,772 | $1,672+305.1% | $2,470+174.2% | $2,281+196.9% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $9,939 | $4,393+126.2% | $5,480+81.4% | $4,296+131.4% |