Filed November 23, 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 | $93,335 | $62,586+49.1% | $76,768+21.6% | $64,186+45.4% |
| Participation rate | 96.4% | 72.8%+23.5pp | 77.0%+19.4pp | 69.6%+26.8pp |
| Annual return | 16.33% | -1.95%+18.3pp | 2.43%+13.9pp | 7.63%+8.7pp |
| Employer contribution / active EE | $1,765 | $1,832-3.7% | $2,485-29.0% | $2,381-25.9% |
| Participant deferral / active EE | $6,096 | $3,145+93.8% | $3,852+58.3% | $3,470+75.7% |
| Admin fee / account holder | $4,688 | $4,667+0.4% | $6,675-29.8% | $4,888-4.1% |