Filed November 25, 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 | $64,154 | $153,311-58.2% | $109,313-41.3% | $273,961-76.6% |
| Participation rate | 95.2% | 80.1%+15.2pp | 71.3%+24.0pp | 83.0%+12.2pp |
| Annual return | 5.95% | 29.86%-23.9pp | 22.07%-16.1pp | 41.45%-35.5pp |
| Employer contribution / active EE | $1,475 | $5,619-73.7% | $3,892-62.1% | $4,869-69.7% |
| Participant deferral / active EE | $4,994 | $3,932+27.0% | $3,166+57.7% | $5,287-5.5% |
| Admin fee / account holder | $1,669 | $8,076-79.3% | $5,666-70.5% | $10,132-83.5% |