Filed December 30, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,551 | $60,022-19.1% | $88,946-45.4% | $84,808-42.8% |
| Participation rate | 79.5% | 57.8%+21.7pp | 68.8%+10.7pp | 68.3%+11.2pp |
| Annual return | 25.65% | 22.43%+3.2pp | 57.82%-32.2pp | 40.90%-15.2pp |
| Employer contribution / active EE | $2,249 | $1,703+32.1% | $2,555-12.0% | $2,631-14.5% |
| Participant deferral / active EE | $4,550 | $3,114+46.1% | $4,581-0.7% | $4,212+8.0% |
| Admin fee / account holder | $2,691 | $4,811-44.1% | $8,261-67.4% | $7,344-63.4% |