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 | $156,130 | $76,367+104.4% | $93,606+66.8% | $72,985+113.9% |
| Participation rate | 78.6% | 71.7%+6.8pp | 75.8%+2.7pp | 69.5%+9.1pp |
| Annual return | 24.83% | 25.82%-1.0pp | 32.76%-7.9pp | 81.00%-56.2pp |
| Employer contribution / active EE | $10,188 | $2,275+347.7% | $2,718+274.8% | $2,440+317.5% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,069-100.0% | $3,607-100.0% |
| Admin fee / account holder | $644 | $6,838-90.6% | $7,888-91.8% | $5,124-87.4% |