Filed September 30, 1992 (most recent of 2 filings on file)
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.
Employer 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 | $172,528 | $73,867+133.6% | $143,757+20.0% | $68,494+151.9% |
| Participation rate | 92.7% | 66.7%+26.0pp | 80.3%+12.4pp | 67.9%+24.8pp |
| Annual return | -17.88% | 1.01%-18.9pp | -0.04%-17.8pp | -7.84%-10.0pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,114 | $3,384+169.3% | $5,637+61.7% | $4,027+126.3% |
| Admin fee / account holder | $7,274 | $5,755+26.4% | $14,673-50.4% | $5,403+34.6% |