Filed December 22, 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 | $87,073 | $78,422+11.0% | $95,952-9.3% | $79,858+9.0% |
| Participation rate | 95.1% | 73.5%+21.6pp | 77.1%+18.0pp | 69.6%+25.5pp |
| Annual return | 16.82% | 19.37%-2.5pp | 91.61%-74.8pp | 31.71%-14.9pp |
| Employer contribution / active EE | $1,458 | $1,945-25.0% | $2,541-42.6% | $2,471-41.0% |
| Participant deferral / active EE | $2,705 | $3,440-21.4% | $4,167-35.1% | $3,740-27.7% |
| Admin fee / account holder | $3,639 | $5,622-35.3% | $6,795-46.4% | $5,306-31.4% |