Filed December 28, 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 | $37,986 | $46,674-18.6% | $117,472-67.7% | $68,494-44.5% |
| Participation rate | 96.7% | 56.8%+39.9pp | 70.6%+26.1pp | 67.9%+28.8pp |
| Annual return | -10.94% | -14.52%+3.6pp | 29.74%-40.7pp | -7.84%-3.1pp |
| Employer contribution / active EE | $3,552 | $1,505+136.1% | $4,176-14.9% | $2,596+36.8% |
| Participant deferral / active EE | $3,694 | $2,636+40.1% | $4,070-9.2% | $4,027-8.3% |
| Admin fee / account holder | $3,293 | $4,020-18.1% | $5,645-41.7% | $5,403-39.0% |