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 | $84,057 | $46,674+80.1% | $117,472-28.4% | $68,494+22.7% |
| Participation rate | 70.9% | 56.8%+14.1pp | 70.6%+0.3pp | 67.9%+3.0pp |
| Annual return | -14.75% | -14.52%-0.2pp | 29.74%-44.5pp | -7.84%-6.9pp |
| Employer contribution / active EE | $1,834 | $1,505+21.9% | $4,176-56.1% | $2,596-29.3% |
| Participant deferral / active EE | $2,116 | $2,636-19.7% | $4,070-48.0% | $4,027-47.5% |
| Admin fee / account holder | $3,268 | $4,020-18.7% | $5,645-42.1% | $5,403-39.5% |