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 | $150,716 | $67,411+123.6% | $91,001+65.6% | $70,131+114.9% |
| Participation rate | 86.2% | 71.4%+14.8pp | 75.6%+10.6pp | 69.5%+16.7pp |
| Annual return | 19.59% | -40.16%+59.8pp | 4.60%+15.0pp | 73.14%-53.5pp |
| Employer contribution / active EE | $8,932 | $1,786+400.1% | $2,456+263.8% | $2,342+281.3% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,547-100.0% | $3,332-100.0% |
| Admin fee / account holder | $40,703 | $4,236+860.8% | $5,417+651.4% | $4,645+776.2% |