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 | $51,302 | $43,075+19.1% | $74,583-31.2% | $62,891-18.4% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | 7.25% | 17.50%-10.3pp | 20.47%-13.2pp | 20.14%-12.9pp |
| Employer contribution / active EE | $2,086 | $1,498+39.3% | $2,525-17.4% | $2,281-8.5% |
| Participant deferral / active EE | $2,621 | $2,389+9.7% | $3,458-24.2% | $3,203-18.2% |
| Admin fee / account holder | $1,638 | $2,840-42.3% | $4,138-60.4% | $4,296-61.9% |