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 | $76,531 | $63,764+20.0% | $81,930-6.6% | $79,858-4.2% |
| Participation rate | 73.8% | 67.5%+6.3pp | 72.0%+1.8pp | 69.6%+4.2pp |
| Annual return | 14.96% | 22.66%-7.7pp | 29.49%-14.5pp | 31.71%-16.8pp |
| Employer contribution / active EE | $1,931 | $1,795+7.5% | $4,310-55.2% | $2,471-21.9% |
| Participant deferral / active EE | $3,721 | $2,780+33.8% | $7,107-47.6% | $3,740-0.5% |
| Admin fee / account holder | $7,461 | $4,426+68.6% | $5,158+44.7% | $5,306+40.6% |