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 | $75,324 | $125,758-40.1% | $169,993-55.7% | $75,163+0.2% |
| Participation rate | 88.6% | 83.6%+5.0pp | 87.0%+1.6pp | 67.2%+21.4pp |
| Annual return | 21.24% | 27.20%-6.0pp | 53.37%-32.1pp | 160.62%-139.4pp |
| Employer contribution / active EE | $1,583 | $4,615-65.7% | $6,785-76.7% | $2,670-40.7% |
| Participant deferral / active EE | $4,398 | $6,837-35.7% | $10,408-57.7% | $4,125+6.6% |
| Admin fee / account holder | $3,131 | $8,173-61.7% | $12,815-75.6% | $5,651-44.6% |