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 | $89,963 | $148,978-39.6% | $200,582-55.1% | $84,808+6.1% |
| Participation rate | 93.7% | 84.2%+9.4pp | 86.9%+6.8pp | 68.3%+25.3pp |
| Annual return | 17.66% | 28.16%-10.5pp | 42.33%-24.7pp | 40.90%-23.2pp |
| Employer contribution / active EE | $2,822 | $4,815-41.4% | $6,419-56.0% | $2,631+7.3% |
| Participant deferral / active EE | $5,056 | $7,142-29.2% | $9,331-45.8% | $4,212+20.0% |
| Admin fee / account holder | $2,683 | $13,977-80.8% | $16,305-83.5% | $7,344-63.5% |