Filed December 2, 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 | $46,589 | $58,512-20.4% | $84,015-44.5% | $72,985-36.2% |
| Participation rate | 80.6% | 61.2%+19.4pp | 69.0%+11.6pp | 69.5%+11.2pp |
| Annual return | 20.23% | 28.93%-8.7pp | 71.31%-51.1pp | 81.00%-60.8pp |
| Employer contribution / active EE | $444 | $1,163-61.8% | $1,983-77.6% | $2,440-81.8% |
| Participant deferral / active EE | $2,254 | $2,394-5.9% | $3,239-30.4% | $3,607-37.5% |
| Admin fee / account holder | $460 | $4,569-89.9% | $6,101-92.5% | $5,124-91.0% |