Filed August 4, 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.
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 | $8,503 | $64,480-86.8% | $81,382-89.6% | $80,856-89.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 10.87% | 16.34%-5.5pp | 24.73%-13.9pp | 35.59%-24.7pp |
| Employer contribution / active EE | $583 | $1,978-70.5% | $2,463-76.3% | $2,755-78.8% |
| Participant deferral / active EE | $1,637 | $3,094-47.1% | $3,883-57.9% | $4,296-61.9% |
| Admin fee / account holder | $2,783 | $5,671-50.9% | $5,768-51.8% | $6,918-59.8% |