Filed February 3, 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 | $165,751 | $77,813+113.0% | $123,544+34.2% | $64,186+158.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 8.45% | 12.48%-4.0pp | 119.20%-110.7pp | 7.63%+0.8pp |
| Employer contribution / active EE | $8,560 | $3,014+184.0% | $4,628+85.0% | $2,381+259.6% |
| Participant deferral / active EE | $9,292 | $5,240+77.3% | $6,426+44.6% | $3,470+167.8% |
| Admin fee / account holder | $2,873 | $5,519-47.9% | $9,284-69.1% | $4,888-41.2% |