Filed September 24, 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 | $95,493 | $87,013+9.7% | $106,213-10.1% | $80,856+18.1% |
| Participation rate | 95.4% | 70.4%+24.9pp | 75.3%+20.1pp | 67.6%+27.7pp |
| Annual return | 11.35% | 17.05%-5.7pp | 116.14%-104.8pp | 35.59%-24.2pp |
| Employer contribution / active EE | $1,769 | $2,395-26.2% | $3,171-44.2% | $2,755-35.8% |
| Participant deferral / active EE | $5,370 | $3,986+34.7% | $5,016+7.1% | $4,296+25.0% |
| Admin fee / account holder | $8,324 | $8,431-1.3% | $11,033-24.6% | $6,918+20.3% |