Filed December 29, 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.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,607 | $90,503-22.0% | $78,689-10.3% | $273,961-74.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.32% | 75.60%-67.3pp | 62.18%-53.9pp | 41.45%-33.1pp |
| Employer contribution / active EE | $16,977 | $3,176+434.6% | $2,851+495.6% | $4,869+248.7% |
| Participant deferral / active EE | $14,802 | $3,901+279.4% | $3,517+320.9% | $5,287+180.0% |
| Admin fee / account holder | $2,638 | $5,263-49.9% | $4,510-41.5% | $10,132-74.0% |