Filed September 28, 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 | $52,841 | $54,726-3.4% | $68,793-23.2% | $64,186-17.7% |
| Participation rate | 71.3% | 68.0%+3.2pp | 72.2%-1.0pp | 69.6%+1.7pp |
| Annual return | -5.08% | -1.62%-3.5pp | -4.63%-0.5pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,809 | $1,846-2.0% | $2,625-31.1% | $2,381-24.0% |
| Participant deferral / active EE | $3,164 | $2,626+20.5% | $3,311-4.5% | $3,470-8.8% |
| Admin fee / account holder | $3,336 | $4,027-17.2% | $5,131-35.0% | $4,888-31.8% |