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 | $81,867 | $138,347-40.8% | $184,203-55.6% | $80,856+1.2% |
| Participation rate | 90.9% | 83.9%+7.0pp | 86.8%+4.1pp | 67.6%+23.3pp |
| Annual return | 16.45% | 20.02%-3.6pp | 28.81%-12.4pp | 35.59%-19.1pp |
| Employer contribution / active EE | $1,569 | $4,850-67.6% | $6,427-75.6% | $2,755-43.0% |
| Participant deferral / active EE | $3,661 | $7,071-48.2% | $9,131-59.9% | $4,296-14.8% |
| Admin fee / account holder | $6,655 | $10,483-36.5% | $13,901-52.1% | $6,918-3.8% |