Filed December 18, 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 | $71,364 | $87,841-18.8% | $133,980-46.7% | $62,891+13.5% |
| Participation rate | 95.8% | 83.4%+12.5pp | 87.1%+8.8pp | 69.3%+26.5pp |
| Annual return | 10.73% | 12.05%-1.3pp | 29.30%-18.6pp | 20.14%-9.4pp |
| Employer contribution / active EE | $1,667 | $3,483-52.1% | $5,211-68.0% | $2,281-26.9% |
| Participant deferral / active EE | $2,464 | $4,812-48.8% | $6,282-60.8% | $3,203-23.1% |
| Admin fee / account holder | $2,231 | $5,371-58.5% | $9,324-76.1% | $4,296-48.1% |