Filed December 17, 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,388 | $127,100-90.3% | $105,738-88.3% | $135,375-90.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -3.43% | 4.49%-7.9pp | 6.27%-9.7pp | 519.73%-523.2pp |
| Employer contribution / active EE | $1,358 | $4,107-66.9% | $3,268-58.5% | $4,779-71.6% |
| Participant deferral / active EE | $411 | $5,064-91.9% | $4,080-89.9% | $5,609-92.7% |
| Admin fee / account holder | $6,560 | $9,087-27.8% | $6,913-5.1% | $10,827-39.4% |