Filed December 23, 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 | $241,108 | $98,750+144.2% | $149,696+61.1% | $79,858+201.9% |
| Participation rate | 88.6% | 75.8%+12.9pp | 82.5%+6.2pp | 69.6%+19.0pp |
| Annual return | 19.91% | 27.43%-7.5pp | 276.60%-256.7pp | 31.71%-11.8pp |
| Employer contribution / active EE | $2,713 | $3,216-15.6% | $4,644-41.6% | $2,471+9.8% |
| Participant deferral / active EE | $5,521 | $5,680-2.8% | $6,842-19.3% | $3,740+47.6% |
| Admin fee / account holder | $2,141 | $6,053-64.6% | $9,309-77.0% | $5,306-59.7% |