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 | $28,111 | $96,484-70.9% | $75,886-63.0% | $152,861-81.6% |
| Participation rate | 77.8% | 76.2%+1.6pp | 69.3%+8.5pp | 82.4%-4.7pp |
| Annual return | 20.32% | 33.98%-13.7pp | 30.76%-10.4pp | 345.32%-325.0pp |
| Employer contribution / active EE | $0 | $3,309-100.0% | $2,500-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,745 | $4,553-61.7% | $3,603-51.6% | $5,850-70.2% |
| Admin fee / account holder | $1,781 | $8,078-77.9% | $5,418-67.1% | $11,596-84.6% |