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 | $41,044 | $42,383-3.2% | $76,523-46.4% | $64,186-36.1% |
| Participation rate | 82.5% | 58.1%+24.4pp | 68.0%+14.5pp | 69.6%+12.9pp |
| Annual return | -6.77% | -16.54%+9.8pp | -0.27%-6.5pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,023 | $1,563-34.5% | $2,647-61.3% | $2,381-57.0% |
| Participant deferral / active EE | $2,876 | $2,566+12.0% | $3,835-25.0% | $3,470-17.1% |
| Admin fee / account holder | $776 | $3,198-75.7% | $4,848-84.0% | $4,888-84.1% |