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 | $33,538 | $48,265-30.5% | $68,791-51.2% | $68,494-51.0% |
| Participation rate | 81.4% | 60.7%+20.8pp | 69.0%+12.4pp | 67.9%+13.5pp |
| Annual return | -16.32% | -12.71%-3.6pp | -6.38%-9.9pp | -7.84%-8.5pp |
| Employer contribution / active EE | $707 | $1,829-61.3% | $2,655-73.4% | $2,596-72.8% |
| Participant deferral / active EE | $3,904 | $2,867+36.2% | $3,941-0.9% | $4,027-3.1% |
| Admin fee / account holder | $3,606 | $4,355-17.2% | $4,932-26.9% | $5,403-33.3% |