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 | $111,093 | $78,705+41.2% | $117,854-5.7% | $70,131+58.4% |
| Participation rate | 90.2% | 73.2%+17.1pp | 79.7%+10.6pp | 69.5%+20.7pp |
| Annual return | 16.79% | 23.30%-6.5pp | 335.08%-318.3pp | 73.14%-56.3pp |
| Employer contribution / active EE | $2,547 | $2,223+14.6% | $3,786-32.7% | $2,342+8.7% |
| Participant deferral / active EE | $4,864 | $3,297+47.5% | $4,482+8.5% | $3,332+46.0% |
| Admin fee / account holder | $13,778 | $5,065+172.0% | $8,020+71.8% | $4,645+196.6% |