Filed December 18, 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 | $51,862 | $48,076+7.9% | $78,689-34.1% | $62,891-17.5% |
| Participation rate | 92.1% | 65.2%+26.9pp | 73.6%+18.5pp | 69.3%+22.8pp |
| Annual return | 8.31% | 31.35%-23.0pp | 62.18%-53.9pp | 20.14%-11.8pp |
| Employer contribution / active EE | $3,391 | $2,015+68.3% | $2,851+19.0% | $2,281+48.7% |
| Participant deferral / active EE | $4,624 | $2,588+78.7% | $3,517+31.5% | $3,203+44.4% |
| Admin fee / account holder | $21,881 | $3,207+582.2% | $4,510+385.1% | $4,296+409.4% |