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 | $56,171 | $48,076+16.8% | $78,689-28.6% | $62,891-10.7% |
| Participation rate | 70.4% | 65.2%+5.2pp | 73.6%-3.2pp | 69.3%+1.1pp |
| Annual return | 7.77% | 31.35%-23.6pp | 62.18%-54.4pp | 20.14%-12.4pp |
| Employer contribution / active EE | $811 | $2,015-59.7% | $2,851-71.5% | $2,281-64.4% |
| Participant deferral / active EE | $2,221 | $2,588-14.2% | $3,517-36.8% | $3,203-30.7% |
| Admin fee / account holder | $5,393 | $3,207+68.1% | $4,510+19.6% | $4,296+25.5% |