Filed December 29, 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 | $124,531 | $56,897+118.9% | $84,750+46.9% | $62,891+98.0% |
| Participation rate | 97.0% | 68.5%+28.4pp | 76.6%+20.4pp | 69.3%+27.7pp |
| Annual return | 7.70% | 6.30%+1.4pp | 22.78%-15.1pp | 20.14%-12.4pp |
| Employer contribution / active EE | $3,644 | $2,400+51.8% | $3,574+1.9% | $2,281+59.7% |
| Participant deferral / active EE | $3,203 | $2,709+18.2% | $3,712-13.7% | $3,2030% |
| Admin fee / account holder | $7,432 | $3,581+107.5% | $5,332+39.4% | $4,296+73.0% |