Filed September 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 | $88,114 | $123,793-28.8% | $177,821-50.4% | $79,858+10.3% |
| Participation rate | 80.0% | 84.7%-4.7pp | 87.7%-7.7pp | 69.6%+10.4pp |
| Annual return | 14.56% | 22.82%-8.3pp | 48.32%-33.8pp | 31.71%-17.2pp |
| Employer contribution / active EE | $3,165 | $4,095-22.7% | $5,918-46.5% | $2,471+28.1% |
| Participant deferral / active EE | $4,542 | $5,956-23.8% | $7,714-41.1% | $3,740+21.4% |
| Admin fee / account holder | $4,899 | $7,243-32.4% | $12,427-60.6% | $5,306-7.7% |