Filed December 2, 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 | $102,227 | $214,378-52.3% | $200,582-49.0% | $142,382-28.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.38% | 46.41%-28.0pp | 42.33%-24.0pp | 217.08%-198.7pp |
| Employer contribution / active EE | $3,796 | $6,841-44.5% | $6,419-40.9% | $4,299-11.7% |
| Participant deferral / active EE | $6,414 | $9,865-35.0% | $9,331-31.3% | $6,507-1.4% |
| Admin fee / account holder | $1,888 | $17,692-89.3% | $16,305-88.4% | $12,624-85.0% |