Filed December 10, 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 | $63,740 | $41,377+54.0% | $109,313-41.7% | $62,891+1.3% |
| Participation rate | 80.8% | 57.5%+23.2pp | 71.3%+9.5pp | 69.3%+11.5pp |
| Annual return | 23.11% | 11.05%+12.1pp | 22.07%+1.0pp | 20.14%+3.0pp |
| Employer contribution / active EE | $2,446 | $1,276+91.7% | $3,892-37.1% | $2,281+7.2% |
| Participant deferral / active EE | $5,764 | $2,045+181.9% | $3,166+82.0% | $3,203+80.0% |
| Admin fee / account holder | $909 | $2,884-68.5% | $5,666-84.0% | $4,296-78.8% |