Filed December 18, 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 | $29,143 | $76,367-61.8% | $93,606-68.9% | $72,985-60.1% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 17.34% | 25.82%-8.5pp | 32.76%-15.4pp | 81.00%-63.7pp |
| Employer contribution / active EE | $2,459 | $2,275+8.1% | $2,718-9.5% | $2,440+0.8% |
| Participant deferral / active EE | $850 | $3,538-76.0% | $4,069-79.1% | $3,607-76.4% |
| Admin fee / account holder | $1,280 | $6,838-81.3% | $7,888-83.8% | $5,124-75.0% |