Filed July 28, 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 | $133,884 | $85,766+56.1% | $136,294-1.8% | $70,131+90.9% |
| Participation rate | 81.3% | 74.2%+7.1pp | 81.9%-0.7pp | 69.5%+11.7pp |
| Annual return | 18.73% | 31.45%-12.7pp | 5155.94%-5137.2pp | 73.14%-54.4pp |
| Employer contribution / active EE | $7,863 | $2,966+165.1% | $4,695+67.5% | $2,342+235.7% |
| Participant deferral / active EE | $4,718 | $5,051-6.6% | $6,247-24.5% | $3,332+41.6% |
| Admin fee / account holder | $15,684 | $5,420+189.4% | $9,243+69.7% | $4,645+237.6% |