Filed December 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.
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 | $141,473 | $93,071+52.0% | $74,583+89.7% | $273,961-48.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 10.09% | 26.18%-16.1pp | 20.47%-10.4pp | 41.45%-31.4pp |
| Employer contribution / active EE | $2,370 | $3,160-25.0% | $2,525-6.1% | $4,869-51.3% |
| Participant deferral / active EE | $4,849 | $4,160+16.6% | $3,458+40.2% | $5,287-8.3% |
| Admin fee / account holder | $2,831 | $5,272-46.3% | $4,138-31.6% | $10,132-72.1% |