Filed July 28, 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 | $84,174 | $72,177+16.6% | $115,037-26.8% | $59,632+41.2% |
| Participation rate | 87.5% | 72.6%+14.9pp | 81.4%+6.1pp | 68.7%+18.8pp |
| Annual return | 0.20% | 12.02%-11.8pp | 26.14%-25.9pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $1,499 | $2,841-47.3% | $4,608-67.5% | $2,203-32.0% |
| Participant deferral / active EE | $7,053 | $4,783+47.5% | $6,026+17.0% | $3,192+121.0% |
| Admin fee / account holder | $6,225 | $4,927+26.4% | $8,175-23.8% | $4,297+44.9% |