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 | $71,956 | $123,793-41.9% | $177,821-59.5% | $79,858-9.9% |
| Participation rate | 89.3% | 84.7%+4.6pp | 87.7%+1.6pp | 69.6%+19.7pp |
| Annual return | 14.46% | 22.82%-8.4pp | 48.32%-33.9pp | 31.71%-17.3pp |
| Employer contribution / active EE | $2,296 | $4,095-43.9% | $5,918-61.2% | $2,471-7.1% |
| Participant deferral / active EE | $3,527 | $5,956-40.8% | $7,714-54.3% | $3,740-5.7% |
| Admin fee / account holder | $6,286 | $7,243-13.2% | $12,427-49.4% | $5,306+18.5% |