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 | $65,276 | $110,094-40.7% | $151,611-56.9% | $68,494-4.7% |
| Participation rate | 93.0% | 84.0%+9.0pp | 87.5%+5.5pp | 67.9%+25.1pp |
| Annual return | -14.25% | -10.12%-4.1pp | 3.33%-17.6pp | -7.84%-6.4pp |
| Employer contribution / active EE | $2,797 | $4,471-37.4% | $6,166-54.6% | $2,596+7.7% |
| Participant deferral / active EE | $5,546 | $6,527-15.0% | $8,363-33.7% | $4,027+37.7% |
| Admin fee / account holder | $3,675 | $7,719-52.4% | $11,616-68.4% | $5,403-32.0% |