Filed December 29, 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 | $142,828 | $72,492+97.0% | $87,100+64.0% | $72,985+95.7% |
| Participation rate | 80.0% | 72.8%+7.2pp | 76.9%+3.1pp | 69.5%+10.5pp |
| Annual return | 23.42% | 24.46%-1.0pp | 28.19%-4.8pp | 81.00%-57.6pp |
| Employer contribution / active EE | $1,279 | $1,894-32.5% | $2,521-49.3% | $2,440-47.6% |
| Participant deferral / active EE | $7,272 | $3,270+122.4% | $4,049+79.6% | $3,607+101.6% |
| Admin fee / account holder | $17,212 | $5,055+240.5% | $7,497+129.6% | $5,124+235.9% |