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 | $58,198 | $80,968-28.1% | $96,544-39.7% | $75,163-22.6% |
| Participation rate | 89.3% | 71.8%+17.5pp | 76.0%+13.3pp | 67.2%+22.1pp |
| Annual return | 16.08% | 27.06%-11.0pp | 25.84%-9.8pp | 160.62%-144.5pp |
| Employer contribution / active EE | $878 | $2,282-61.5% | $2,965-70.4% | $2,670-67.1% |
| Participant deferral / active EE | $3,346 | $3,928-14.8% | $4,851-31.0% | $4,125-18.9% |
| Admin fee / account holder | $33,658 | $6,724+400.6% | $8,252+307.9% | $5,651+495.6% |