Filed December 31, 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 | $48,873 | $54,762-10.8% | $90,281-45.9% | $72,985-33.0% |
| Participation rate | 71.2% | 65.1%+6.1pp | 73.3%-2.0pp | 69.5%+1.7pp |
| Annual return | 19.47% | 30.63%-11.2pp | 78.10%-58.6pp | 81.00%-61.5pp |
| Employer contribution / active EE | $1,543 | $2,092-26.3% | $2,854-46.0% | $2,440-36.8% |
| Participant deferral / active EE | $3,141 | $2,887+8.8% | $3,885-19.2% | $3,607-12.9% |
| Admin fee / account holder | $11,245 | $3,972+183.1% | $5,351+110.1% | $5,124+119.4% |