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 | $76,256 | $165,912-54.0% | $122,332-37.7% | $147,584-48.3% |
| Participation rate | 91.3% | 79.6%+11.7pp | 71.6%+19.7pp | 82.8%+8.5pp |
| Annual return | 14.79% | 34.55%-19.8pp | 30.27%-15.5pp | 578.55%-563.8pp |
| Employer contribution / active EE | $1,305 | $5,754-77.3% | $4,050-67.8% | $4,876-73.2% |
| Participant deferral / active EE | $5,012 | $4,005+25.1% | $3,287+52.5% | $5,439-7.8% |
| Admin fee / account holder | $3,530 | $7,424-52.5% | $5,478-35.6% | $10,885-67.6% |