Filed December 9, 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 | $157,924 | $101,069+56.3% | $81,478+93.8% | $147,584+7.0% |
| Participation rate | 89.5% | 74.5%+15.0pp | 68.0%+21.5pp | 82.8%+6.6pp |
| Annual return | 12.21% | 32.40%-20.2pp | 38.78%-26.6pp | 578.55%-566.3pp |
| Employer contribution / active EE | $1,981 | $3,205-38.2% | $2,568-22.8% | $4,876-59.4% |
| Participant deferral / active EE | $5,310 | $4,242+25.2% | $3,537+50.1% | $5,439-2.4% |
| Admin fee / account holder | $14,343 | $5,812+146.8% | $4,561+214.5% | $10,885+31.8% |