Filed December 22, 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 | $49,942 | $50,082-0.3% | $93,406-46.5% | $79,858-37.5% |
| Participation rate | 91.8% | 60.9%+30.9pp | 66.8%+25.0pp | 69.6%+22.2pp |
| Annual return | 12.76% | 24.59%-11.8pp | 78.05%-65.3pp | 31.71%-19.0pp |
| Employer contribution / active EE | $2,133 | $1,303+63.7% | $2,075+2.8% | $2,471-13.7% |
| Participant deferral / active EE | $3,793 | $2,212+71.4% | $3,126+21.3% | $3,740+1.4% |
| Admin fee / account holder | $5,969 | $3,454+72.8% | $5,230+14.1% | $5,306+12.5% |