Filed December 18, 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 | $74,265 | $138,347-46.3% | $184,203-59.7% | $80,856-8.2% |
| Participation rate | 82.9% | 83.9%-0.9pp | 86.8%-3.9pp | 67.6%+15.3pp |
| Annual return | 11.71% | 20.02%-8.3pp | 28.81%-17.1pp | 35.59%-23.9pp |
| Employer contribution / active EE | $3,325 | $4,850-31.4% | $6,427-48.3% | $2,755+20.7% |
| Participant deferral / active EE | $4,604 | $7,071-34.9% | $9,131-49.6% | $4,296+7.2% |
| Admin fee / account holder | $16,274 | $10,483+55.2% | $13,901+17.1% | $6,918+135.2% |