Filed October 19, 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 | $172,324 | $85,766+100.9% | $136,294+26.4% | $70,131+145.7% |
| Participation rate | 88.0% | 74.2%+13.8pp | 81.9%+6.1pp | 69.5%+18.5pp |
| Annual return | 14.34% | 31.45%-17.1pp | 5155.94%-5141.6pp | 73.14%-58.8pp |
| Employer contribution / active EE | $1,458 | $2,966-50.8% | $4,695-69.0% | $2,342-37.8% |
| Participant deferral / active EE | $7,262 | $5,051+43.8% | $6,247+16.2% | $3,332+118.0% |
| Admin fee / account holder | $2,945 | $5,420-45.7% | $9,243-68.1% | $4,645-36.6% |