Filed December 30, 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 | $170,261 | $114,381+48.9% | $107,525+58.3% | $142,382+19.6% |
| Participation rate | 94.4% | 78.1%+16.3pp | 75.1%+19.4pp | 80.1%+14.3pp |
| Annual return | 11.75% | 242.71%-231.0pp | 181.32%-169.6pp | 217.08%-205.3pp |
| Employer contribution / active EE | $1,923 | $4,015-52.1% | $3,754-48.8% | $4,299-55.3% |
| Participant deferral / active EE | $5,546 | $5,564-0.3% | $5,116+8.4% | $6,507-14.8% |
| Admin fee / account holder | $7,665 | $9,860-22.3% | $8,919-14.1% | $12,624-39.3% |