Filed September 21, 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 | $61,445 | $140,578-56.3% | $100,671-39.0% | $125,391-51.0% |
| Participation rate | 75.0% | 80.4%-5.4pp | 70.7%+4.3pp | 83.2%-8.2pp |
| Annual return | 1.25% | 24.67%-23.4pp | 20.43%-19.2pp | 282.22%-281.0pp |
| Employer contribution / active EE | $1,527 | $5,965-74.4% | $4,012-62.0% | $4,866-68.6% |
| Participant deferral / active EE | $3,883 | $3,981-2.5% | $3,144+23.5% | $5,352-27.4% |
| Admin fee / account holder | $8,950 | $6,716+33.3% | $4,850+84.6% | $9,540-6.2% |