Filed December 15, 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 | $77,496 | $176,377-56.1% | $134,143-42.2% | $158,922-51.2% |
| Participation rate | 75.0% | 78.7%-3.7pp | 72.2%+2.8pp | 82.0%-7.0pp |
| Annual return | 9.11% | 63.63%-54.5pp | 36.33%-27.2pp | 302.83%-293.7pp |
| Employer contribution / active EE | $3,057 | $5,040-39.4% | $3,704-17.5% | $4,761-35.8% |
| Participant deferral / active EE | $7,525 | $4,091+83.9% | $3,499+115.1% | $5,982+25.8% |
| Admin fee / account holder | $24,124 | $8,718+176.7% | $6,684+260.9% | $11,246+114.5% |