Filed December 29, 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 | $61,957 | $60,349+2.7% | $74,183-16.5% | $62,891-1.5% |
| Participation rate | 87.0% | 72.7%+14.2pp | 76.6%+10.3pp | 69.3%+17.7pp |
| Annual return | 6.73% | 21.37%-14.6pp | 17.74%-11.0pp | 20.14%-13.4pp |
| Employer contribution / active EE | $2,524 | $1,680+50.2% | $2,370+6.5% | $2,281+10.7% |
| Participant deferral / active EE | $3,193 | $2,856+11.8% | $3,550-10.0% | $3,203-0.3% |
| Admin fee / account holder | $901 | $4,261-78.9% | $5,586-83.9% | $4,296-79.0% |