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 | $35,140 | $46,674-24.7% | $117,472-70.1% | $68,494-48.7% |
| Participation rate | 71.4% | 56.8%+14.7pp | 70.6%+0.8pp | 67.9%+3.5pp |
| Annual return | 4.13% | -14.52%+18.6pp | 29.74%-25.6pp | -7.84%+12.0pp |
| Employer contribution / active EE | $1,142 | $1,505-24.1% | $4,176-72.7% | $2,596-56.0% |
| Participant deferral / active EE | $2,442 | $2,636-7.4% | $4,070-40.0% | $4,027-39.4% |
| Admin fee / account holder | $4,246 | $4,020+5.6% | $5,645-24.8% | $5,403-21.4% |