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 | $34,890 | $51,175-31.8% | $70,515-50.5% | $75,163-53.6% |
| Participation rate | 78.7% | 60.9%+17.7pp | 68.3%+10.3pp | 67.2%+11.5pp |
| Annual return | 13.61% | 30.02%-16.4pp | 32.77%-19.2pp | 160.62%-147.0pp |
| Employer contribution / active EE | $622 | $1,826-65.9% | $2,973-79.1% | $2,670-76.7% |
| Participant deferral / active EE | $3,222 | $2,849+13.1% | $4,567-29.4% | $4,125-21.9% |
| Admin fee / account holder | $4,023 | $4,091-1.7% | $6,412-37.3% | $5,651-28.8% |