Filed December 31, 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 | $55,972 | $53,777+4.1% | $134,143-58.3% | $79,858-29.9% |
| Participation rate | 71.4% | 58.8%+12.7pp | 72.2%-0.7pp | 69.6%+1.8pp |
| Annual return | 12.63% | 19.01%-6.4pp | 36.33%-23.7pp | 31.71%-19.1pp |
| Employer contribution / active EE | $1,427 | $1,321+8.0% | $3,704-61.5% | $2,471-42.3% |
| Participant deferral / active EE | $3,959 | $2,420+63.6% | $3,499+13.2% | $3,740+5.9% |
| Admin fee / account holder | $15,642 | $3,984+292.6% | $6,684+134.0% | $5,306+194.8% |