Filed September 28, 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 | $91,893 | $48,076+91.1% | $78,689+16.8% | $62,891+46.1% |
| Participation rate | 97.7% | 65.2%+32.5pp | 73.6%+24.1pp | 69.3%+28.4pp |
| Annual return | 6.88% | 31.35%-24.5pp | 62.18%-55.3pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,750 | $2,015-13.2% | $2,851-38.6% | $2,281-23.3% |
| Participant deferral / active EE | $6,794 | $2,588+162.6% | $3,517+93.2% | $3,203+112.1% |
| Admin fee / account holder | $9,261 | $3,207+188.8% | $4,510+105.3% | $4,296+115.6% |