Filed December 17, 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 | $52,618 | $39,162+34.4% | $100,671-47.7% | $59,632-11.8% |
| Participation rate | 80.6% | 55.9%+24.7pp | 70.7%+9.8pp | 68.7%+11.9pp |
| Annual return | 0.95% | 21.07%-20.1pp | 20.43%-19.5pp | 2041.28%-2040.3pp |
| Employer contribution / active EE | $1,862 | $1,151+61.8% | $4,012-53.6% | $2,203-15.5% |
| Participant deferral / active EE | $1,823 | $1,992-8.5% | $3,144-42.0% | $3,192-42.9% |
| Admin fee / account holder | $6,874 | $2,969+131.5% | $4,850+41.7% | $4,297+60.0% |