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 | $76,428 | $158,817-51.9% | $121,196-36.9% | $135,375-43.5% |
| Participation rate | 95.7% | 79.3%+16.4pp | 71.7%+23.9pp | 82.6%+13.0pp |
| Annual return | 0.44% | -0.64%+1.1pp | 16.93%-16.5pp | 519.73%-519.3pp |
| Employer contribution / active EE | $1,688 | $5,665-70.2% | $4,022-58.0% | $4,779-64.7% |
| Participant deferral / active EE | $4,830 | $4,005+20.6% | $3,344+44.4% | $5,609-13.9% |
| Admin fee / account holder | $3,286 | $6,512-49.5% | $5,019-34.5% | $10,827-69.7% |