Filed December 7, 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 | $44,204 | $153,772-71.3% | $133,980-67.0% | $273,961-83.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 3.92% | 36.51%-32.6pp | 29.30%-25.4pp | 41.45%-37.5pp |
| Employer contribution / active EE | $1,549 | $6,029-74.3% | $5,211-70.3% | $4,869-68.2% |
| Participant deferral / active EE | $2,560 | $6,958-63.2% | $6,282-59.3% | $5,287-51.6% |
| Admin fee / account holder | $922 | $11,765-92.2% | $9,324-90.1% | $10,132-90.9% |