Filed August 11, 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 | $82,413 | $79,944+3.1% | $98,439-16.3% | $75,163+9.6% |
| Participation rate | 73.8% | 70.4%+3.4pp | 75.2%-1.3pp | 67.2%+6.6pp |
| Annual return | 13.76% | 19.75%-6.0pp | 21.16%-7.4pp | 160.62%-146.9pp |
| Employer contribution / active EE | $3,165 | $2,264+39.8% | $3,048+3.8% | $2,670+18.5% |
| Participant deferral / active EE | $5,179 | $3,752+38.0% | $4,738+9.3% | $4,125+25.6% |
| Admin fee / account holder | $7,537 | $6,840+10.2% | $8,948-15.8% | $5,651+33.4% |