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 | $136,492 | $227,396-40.0% | $442,409-69.1% | $116,875+16.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 88.0%+12.0pp | 74.5%+25.5pp |
| Annual return | 17.60% | 16.35%+1.3pp | 90.53%-72.9pp | 16.29%+1.3pp |
| Employer contribution / active EE | $8,869 | $5,244+69.1% | $7,697+15.2% | $3,288+169.7% |
| Participant deferral / active EE | $9,021 | $7,352+22.7% | $7,555+19.4% | $3,885+132.2% |
| Admin fee / account holder | $20,039 | $16,310+22.9% | $51,603-61.2% | $12,263+63.4% |