Filed December 15, 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 | $84,069 | $84,233-0.2% | $170,442-50.7% | $70,131+19.9% |
| Participation rate | 79.3% | 70.8%+8.5pp | 83.6%-4.3pp | 69.5%+9.8pp |
| Annual return | 22.12% | 23.06%-0.9pp | 205.93%-183.8pp | 73.14%-51.0pp |
| Employer contribution / active EE | $1,918 | $3,387-43.4% | $5,433-64.7% | $2,342-18.1% |
| Participant deferral / active EE | $4,173 | $3,086+35.2% | $4,939-15.5% | $3,332+25.3% |
| Admin fee / account holder | $574 | $5,698-89.9% | $13,880-95.9% | $4,645-87.6% |