Filed September 9, 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.
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 | $26,819 | $75,935-64.7% | $60,547-55.7% | $125,391-78.6% |
| Participation rate | 88.9% | 76.5%+12.4pp | 68.0%+20.9pp | 83.2%+5.7pp |
| Annual return | -1.57% | -5.38%+3.8pp | 335.64%-337.2pp | 282.22%-283.8pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,419-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,452 | $4,506-67.8% | $3,328-56.4% | $5,352-72.9% |
| Admin fee / account holder | $4,114 | $6,768-39.2% | $4,536-9.3% | $9,540-56.9% |