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 | $169,157 | $78,422+115.7% | $95,952+76.3% | $79,858+111.8% |
| Participation rate | 78.9% | 73.5%+5.5pp | 77.1%+1.9pp | 69.6%+9.3pp |
| Annual return | 18.66% | 19.37%-0.7pp | 91.61%-72.9pp | 31.71%-13.1pp |
| Employer contribution / active EE | $1,225 | $1,945-37.0% | $2,541-51.8% | $2,471-50.4% |
| Participant deferral / active EE | $7,142 | $3,440+107.6% | $4,167+71.4% | $3,740+91.0% |
| Admin fee / account holder | $8,573 | $5,622+52.5% | $6,795+26.2% | $5,306+61.6% |