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 | $71,277 | $125,758-43.3% | $169,993-58.1% | $75,163-5.2% |
| Participation rate | 91.9% | 83.6%+8.3pp | 87.0%+4.9pp | 67.2%+24.7pp |
| Annual return | 13.60% | 27.20%-13.6pp | 53.37%-39.8pp | 160.62%-147.0pp |
| Employer contribution / active EE | $2,630 | $4,615-43.0% | $6,785-61.2% | $2,670-1.5% |
| Participant deferral / active EE | $4,901 | $6,837-28.3% | $10,408-52.9% | $4,125+18.8% |
| Admin fee / account holder | $7,906 | $8,173-3.3% | $12,815-38.3% | $5,651+39.9% |