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 | $173,044 | $58,208+197.3% | $81,812+111.5% | $80,856+114.0% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 18.28% | 41.66%-23.4pp | 773.79%-755.5pp | 35.59%-17.3pp |
| Employer contribution / active EE | $3,487 | $2,340+49.0% | $2,912+19.7% | $2,755+26.6% |
| Participant deferral / active EE | $11,682 | $3,281+256.0% | $4,319+170.5% | $4,296+171.9% |
| Admin fee / account holder | $30,147 | $4,981+505.2% | $7,386+308.2% | $6,918+335.8% |