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 | $196,082 | $54,705+258.4% | $71,209+175.4% | $84,808+131.2% |
| Participation rate | 97.4% | 64.1%+33.4pp | 73.8%+23.7pp | 68.3%+29.1pp |
| Annual return | 17.89% | 35.90%-18.0pp | 282.51%-264.6pp | 40.90%-23.0pp |
| Employer contribution / active EE | $3,199 | $2,158+48.3% | $2,721+17.6% | $2,631+21.6% |
| Participant deferral / active EE | $10,420 | $3,030+243.9% | $4,175+149.6% | $4,212+147.4% |
| Admin fee / account holder | $21,681 | $4,863+345.8% | $5,349+305.3% | $7,344+195.2% |