Filed December 30, 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 | $92,878 | $86,286+7.6% | $111,297-16.5% | $85,850+8.2% |
| Participation rate | 91.4% | 73.3%+18.1pp | 77.3%+14.1pp | 69.3%+22.1pp |
| Annual return | 16.97% | 19.99%-3.0pp | 54.65%-37.7pp | 318.53%-301.6pp |
| Employer contribution / active EE | $1,004 | $2,043-50.8% | $2,731-63.2% | $2,565-60.8% |
| Participant deferral / active EE | $3,756 | $3,641+3.2% | $4,487-16.3% | $3,952-4.9% |
| Admin fee / account holder | $2,707 | $8,188-66.9% | $7,964-66.0% | $6,260-56.8% |