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 | $28,630 | $55,706-48.6% | $75,886-62.3% | $72,985-60.8% |
| Participation rate | 74.0% | 61.1%+12.9pp | 69.3%+4.7pp | 69.5%+4.5pp |
| Annual return | 18.99% | 27.59%-8.6pp | 30.76%-11.8pp | 81.00%-62.0pp |
| Employer contribution / active EE | $686 | $1,687-59.3% | $2,500-72.5% | $2,440-71.9% |
| Participant deferral / active EE | $3,339 | $2,634+26.8% | $3,603-7.3% | $3,607-7.4% |
| Admin fee / account holder | $7,201 | $3,978+81.0% | $5,418+32.9% | $5,124+40.5% |