Filed September 17, 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 | $111,080 | $69,977+58.7% | $108,579+2.3% | $62,891+76.6% |
| Participation rate | 84.6% | 72.9%+11.7pp | 79.6%+5.0pp | 69.3%+15.3pp |
| Annual return | 9.11% | 10.73%-1.6pp | -51.70%+60.8pp | 20.14%-11.0pp |
| Employer contribution / active EE | $2,601 | $2,135+21.8% | $3,758-30.8% | $2,281+14.0% |
| Participant deferral / active EE | $4,413 | $3,165+39.4% | $4,311+2.4% | $3,203+37.8% |
| Admin fee / account holder | $1,541 | $5,076-69.6% | $7,645-79.8% | $4,296-64.1% |