Filed September 30, 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 | $58,485 | $123,793-52.8% | $177,821-67.1% | $79,858-26.8% |
| Participation rate | 96.5% | 84.7%+11.8pp | 87.7%+8.8pp | 69.6%+26.9pp |
| Annual return | 16.56% | 22.82%-6.3pp | 48.32%-31.8pp | 31.71%-15.2pp |
| Employer contribution / active EE | $1,356 | $4,095-66.9% | $5,918-77.1% | $2,471-45.1% |
| Participant deferral / active EE | $3,824 | $5,956-35.8% | $7,714-50.4% | $3,740+2.2% |
| Admin fee / account holder | $10,240 | $7,243+41.4% | $12,427-17.6% | $5,306+93.0% |