Filed November 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 | $36,958 | $43,075-14.2% | $74,583-50.4% | $62,891-41.2% |
| Participation rate | 93.9% | 58.1%+35.9pp | 68.1%+25.8pp | 69.3%+24.6pp |
| Annual return | 5.25% | 17.50%-12.3pp | 20.47%-15.2pp | 20.14%-14.9pp |
| Employer contribution / active EE | $1,128 | $1,498-24.7% | $2,525-55.3% | $2,281-50.5% |
| Participant deferral / active EE | $2,886 | $2,389+20.8% | $3,458-16.5% | $3,203-9.9% |
| Admin fee / account holder | $1,916 | $2,840-32.5% | $4,138-53.7% | $4,296-55.4% |