Filed December 24, 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 | $63,303 | $96,557-34.4% | $80,975-21.8% | $273,961-76.9% |
| Participation rate | 73.9% | 79.1%-5.2pp | 75.8%-1.9pp | 83.0%-9.1pp |
| Annual return | 9.26% | 15.14%-5.9pp | 17.10%-7.8pp | 41.45%-32.2pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,400 | $6,598-48.5% | $5,696-40.3% | $5,287-35.7% |
| Admin fee / account holder | $2,024 | $7,492-73.0% | $5,516-63.3% | $10,132-80.0% |