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 | $118,104 | $54,762+115.7% | $90,281+30.8% | $72,985+61.8% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 20.67% | 30.63%-10.0pp | 78.10%-57.4pp | 81.00%-60.3pp |
| Employer contribution / active EE | $2,475 | $2,092+18.3% | $2,854-13.3% | $2,440+1.4% |
| Participant deferral / active EE | $7,843 | $2,887+171.7% | $3,885+101.9% | $3,607+117.4% |
| Admin fee / account holder | $5,141 | $3,972+29.4% | $5,351-3.9% | $5,124+0.3% |