Filed December 10, 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 | $162,651 | $154,365+5.4% | $130,231+24.9% | $139,434+16.7% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 13.97% | 30.34%-16.4pp | 38.77%-24.8pp | 372.94%-359.0pp |
| Employer contribution / active EE | $3,311 | $5,170-35.9% | $4,126-19.7% | $4,751-30.3% |
| Participant deferral / active EE | $3,604 | $8,498-57.6% | $6,799-47.0% | $6,710-46.3% |
| Admin fee / account holder | $4,124 | $9,214-55.2% | $6,020-31.5% | $11,403-63.8% |