Filed February 13, 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 | $20,558 | $52,580-60.9% | $71,671-71.3% | $70,131-70.7% |
| Participation rate | 78.4% | 60.9%+17.5pp | 68.7%+9.7pp | 69.5%+8.9pp |
| Annual return | 13.82% | 20.25%-6.4pp | 20.65%-6.8pp | 73.14%-59.3pp |
| Employer contribution / active EE | $446 | $1,616-72.4% | $2,460-81.8% | $2,342-80.9% |
| Participant deferral / active EE | $2,570 | $2,386+7.7% | $3,438-25.2% | $3,332-22.9% |
| Admin fee / account holder | $2,378 | $3,653-34.9% | $5,558-57.2% | $4,645-48.8% |