Filed December 18, 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 | $18,346 | $39,162-53.2% | $100,671-81.8% | $59,632-69.2% |
| Participation rate | 96.8% | 55.9%+41.0pp | 70.7%+26.1pp | 68.7%+28.2pp |
| Annual return | -0.60% | 21.07%-21.7pp | 20.43%-21.0pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $591 | $1,151-48.6% | $4,012-85.3% | $2,203-73.1% |
| Participant deferral / active EE | $1,337 | $1,992-32.9% | $3,144-57.5% | $3,192-58.1% |
| Admin fee / account holder | $526 | $2,969-82.3% | $4,850-89.2% | $4,297-87.8% |