Filed December 30, 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 | $84,761 | $77,164+9.8% | $178,014-52.4% | $80,874+4.8% |
| Participation rate | 76.9% | 65.7%+11.2pp | 77.1%-0.2pp | 67.6%+9.3pp |
| Annual return | 13.63% | 18.09%-4.5pp | 294.80%-281.2pp | 35.62%-22.0pp |
| Employer contribution / active EE | $2,510 | $2,288+9.7% | $3,950-36.4% | $2,756-8.9% |
| Participant deferral / active EE | $6,035 | $4,408+36.9% | $6,276-3.8% | $4,297+40.5% |
| Admin fee / account holder | $5,013 | $7,164-30.0% | $10,362-51.6% | $6,935-27.7% |