Filed December 29, 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 | $65,931 | $87,841-24.9% | $133,980-50.8% | $62,891+4.8% |
| Participation rate | 83.0% | 83.4%-0.4pp | 87.1%-4.1pp | 69.3%+13.7pp |
| Annual return | 8.46% | 12.05%-3.6pp | 29.30%-20.8pp | 20.14%-11.7pp |
| Employer contribution / active EE | $2,218 | $3,483-36.3% | $5,211-57.4% | $2,281-2.7% |
| Participant deferral / active EE | $3,645 | $4,812-24.3% | $6,282-42.0% | $3,203+13.8% |
| Admin fee / account holder | $2,149 | $5,371-60.0% | $9,324-76.9% | $4,296-50.0% |