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 | $54,537 | $54,762-0.4% | $90,281-39.6% | $72,985-25.3% |
| Participation rate | 86.4% | 65.1%+21.3pp | 73.3%+13.2pp | 69.5%+17.0pp |
| Annual return | 24.89% | 30.63%-5.7pp | 78.10%-53.2pp | 81.00%-56.1pp |
| Employer contribution / active EE | $4,394 | $2,092+110.0% | $2,854+53.9% | $2,440+80.1% |
| Participant deferral / active EE | $6,545 | $2,887+126.7% | $3,885+68.5% | $3,607+81.4% |
| Admin fee / account holder | $10,866 | $3,972+173.6% | $5,351+103.0% | $5,124+112.0% |