Filed December 30, 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 | $32,798 | $67,606-51.5% | $82,313-60.2% | $70,131-53.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 12.81% | 21.57%-8.8pp | 25.88%-13.1pp | 73.14%-60.3pp |
| Employer contribution / active EE | $577 | $1,755-67.1% | $2,428-76.2% | $2,342-75.4% |
| Participant deferral / active EE | $1,430 | $2,987-52.1% | $3,706-61.4% | $3,332-57.1% |
| Admin fee / account holder | $1,451 | $4,512-67.8% | $5,608-74.1% | $4,645-68.8% |