Filed December 21, 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 | $71,974 | $109,413-34.2% | $156,263-53.9% | $84,808-15.1% |
| Participation rate | 79.8% | 72.7%+7.1pp | 78.9%+0.9pp | 68.3%+11.5pp |
| Annual return | 16.22% | 20.18%-4.0pp | 59.47%-43.2pp | 40.90%-24.7pp |
| Employer contribution / active EE | $2,259 | $2,907-22.3% | $4,333-47.9% | $2,631-14.1% |
| Participant deferral / active EE | $3,543 | $4,590-22.8% | $6,158-42.5% | $4,212-15.9% |
| Admin fee / account holder | $4,220 | $9,357-54.9% | $14,255-70.4% | $7,344-42.5% |