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 | $112,621 | $61,660+82.6% | $80,019+40.7% | $64,186+75.5% |
| Participation rate | 77.1% | 71.7%+5.5pp | 75.8%+1.3pp | 69.6%+7.6pp |
| Annual return | -2.05% | -0.33%-1.7pp | 11.22%-13.3pp | 7.63%-9.7pp |
| Employer contribution / active EE | $6,917 | $1,810+282.0% | $2,468+180.3% | $2,381+190.5% |
| Participant deferral / active EE | $0 | $2,968-100.0% | $3,686-100.0% | $3,470-100.0% |
| Admin fee / account holder | $33,573 | $5,417+519.8% | $6,521+414.9% | $4,888+586.8% |