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 | $69,748 | $62,586+11.4% | $76,768-9.1% | $64,186+8.7% |
| Participation rate | 87.0% | 72.8%+14.1pp | 77.0%+10.0pp | 69.6%+17.4pp |
| Annual return | -4.99% | -1.95%-3.0pp | 2.43%-7.4pp | 7.63%-12.6pp |
| Employer contribution / active EE | $2,640 | $1,832+44.1% | $2,485+6.2% | $2,381+10.9% |
| Participant deferral / active EE | $3,542 | $3,145+12.6% | $3,852-8.0% | $3,470+2.1% |
| Admin fee / account holder | $2,681 | $4,667-42.6% | $6,675-59.8% | $4,888-45.2% |