Filed August 1, 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 | $85,751 | $138,385-38.0% | $184,200-53.4% | $80,874+6.0% |
| Participation rate | 85.9% | 83.9%+2.0pp | 86.8%-0.9pp | 67.6%+18.3pp |
| Annual return | 16.13% | 20.02%-3.9pp | 28.80%-12.7pp | 35.62%-19.5pp |
| Employer contribution / active EE | $2,075 | $4,849-57.2% | $6,424-67.7% | $2,756-24.7% |
| Participant deferral / active EE | $3,330 | $7,073-52.9% | $9,132-63.5% | $4,297-22.5% |
| Admin fee / account holder | $859 | $10,483-91.8% | $13,907-93.8% | $6,935-87.6% |