Filed December 16, 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 | $49,035 | $228,332-78.5% | $185,823-73.6% | $158,922-69.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 11.85% | 40.80%-29.0pp | 35.95%-24.1pp | 302.83%-291.0pp |
| Employer contribution / active EE | $2,470 | $4,967-50.3% | $4,087-39.6% | $4,761-48.1% |
| Participant deferral / active EE | $2,289 | $6,415-64.3% | $5,632-59.4% | $5,982-61.7% |
| Admin fee / account holder | $15,201 | $11,864+28.1% | $9,500+60.0% | $11,246+35.2% |