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 | $70,120 | $67,606+3.7% | $82,313-14.8% | $70,1310% |
| Participation rate | 92.1% | 72.8%+19.3pp | 76.9%+15.2pp | 69.5%+22.6pp |
| Annual return | 14.45% | 21.57%-7.1pp | 25.88%-11.4pp | 73.14%-58.7pp |
| Employer contribution / active EE | $2,322 | $1,755+32.3% | $2,428-4.4% | $2,342-0.9% |
| Participant deferral / active EE | $2,993 | $2,987+0.2% | $3,706-19.2% | $3,332-10.2% |
| Admin fee / account holder | $11,615 | $4,512+157.4% | $5,608+107.1% | $4,645+150.0% |