Filed December 29, 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 | $125,858 | $62,586+101.1% | $76,768+63.9% | $64,186+96.1% |
| Participation rate | 78.0% | 72.8%+5.2pp | 77.0%+1.1pp | 69.6%+8.5pp |
| Annual return | -5.79% | -1.95%-3.8pp | 2.43%-8.2pp | 7.63%-13.4pp |
| Employer contribution / active EE | $889 | $1,832-51.5% | $2,485-64.2% | $2,381-62.7% |
| Participant deferral / active EE | $6,300 | $3,145+100.3% | $3,852+63.6% | $3,470+81.6% |
| Admin fee / account holder | $4,145 | $4,667-11.2% | $6,675-37.9% | $4,888-15.2% |