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 | $51,039 | $153,311-66.7% | $109,313-53.3% | $273,961-81.4% |
| Participation rate | 76.9% | 80.1%-3.2pp | 71.3%+5.7pp | 83.0%-6.1pp |
| Annual return | 9.68% | 29.86%-20.2pp | 22.07%-12.4pp | 41.45%-31.8pp |
| Employer contribution / active EE | $1,698 | $5,619-69.8% | $3,892-56.4% | $4,869-65.1% |
| Participant deferral / active EE | $3,208 | $3,932-18.4% | $3,166+1.3% | $5,287-39.3% |
| Admin fee / account holder | $10,439 | $8,076+29.3% | $5,666+84.2% | $10,132+3.0% |