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 | $192,843 | $86,286+123.5% | $111,297+73.3% | $85,850+124.6% |
| Participation rate | 76.5% | 73.3%+3.1pp | 77.3%-0.8pp | 69.3%+7.2pp |
| Annual return | 13.68% | 19.99%-6.3pp | 54.65%-41.0pp | 318.53%-304.8pp |
| Employer contribution / active EE | $1,278 | $2,043-37.4% | $2,731-53.2% | $2,565-50.2% |
| Participant deferral / active EE | $6,966 | $3,641+91.3% | $4,487+55.2% | $3,952+76.3% |
| Admin fee / account holder | $11,792 | $8,188+44.0% | $7,964+48.1% | $6,260+88.4% |