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 | $89,746 | $87,013+3.1% | $106,213-15.5% | $80,856+11.0% |
| Participation rate | 73.2% | 70.4%+2.7pp | 75.3%-2.1pp | 67.6%+5.5pp |
| Annual return | 10.23% | 17.05%-6.8pp | 116.14%-105.9pp | 35.59%-25.4pp |
| Employer contribution / active EE | $3,334 | $2,395+39.2% | $3,171+5.1% | $2,755+21.0% |
| Participant deferral / active EE | $5,596 | $3,986+40.4% | $5,016+11.6% | $4,296+30.3% |
| Admin fee / account holder | $10,920 | $8,431+29.5% | $11,033-1.0% | $6,918+57.8% |