Filed December 11, 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 | $12,955 | $51,576-74.9% | $129,207-90.0% | $80,856-84.0% |
| Participation rate | 79.5% | 57.0%+22.6pp | 69.6%+9.9pp | 67.6%+11.9pp |
| Annual return | 11.78% | 20.81%-9.0pp | 9417.33%-9405.5pp | 35.59%-23.8pp |
| Employer contribution / active EE | $527 | $1,584-66.8% | $4,153-87.3% | $2,755-80.9% |
| Participant deferral / active EE | $1,706 | $2,669-36.1% | $4,168-59.1% | $4,296-60.3% |
| Admin fee / account holder | $1,547 | $4,305-64.1% | $7,715-79.9% | $6,918-77.6% |