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 | $7,104 | $129,942-94.5% | $104,294-93.2% | $134,475-94.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -15.16% | 42.03%-57.2pp | 24.61%-39.8pp | 417.96%-433.1pp |
| Employer contribution / active EE | $1,234 | $4,184-70.5% | $3,372-63.4% | $4,740-74.0% |
| Participant deferral / active EE | $469 | $5,588-91.6% | $4,625-89.9% | $6,400-92.7% |
| Admin fee / account holder | $511 | $9,323-94.5% | $7,339-93.0% | $11,426-95.5% |