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 | $135,499 | $89,355+51.6% | $141,162-4.0% | $72,985+85.7% |
| Participation rate | 84.5% | 75.1%+9.4pp | 82.5%+2.0pp | 69.5%+15.0pp |
| Annual return | 21.23% | 111.85%-90.6pp | 71.39%-50.2pp | 81.00%-59.8pp |
| Employer contribution / active EE | $7,877 | $3,114+152.9% | $4,735+66.4% | $2,440+222.8% |
| Participant deferral / active EE | $4,993 | $5,418-7.8% | $6,709-25.6% | $3,607+38.4% |
| Admin fee / account holder | $5,944 | $5,958-0.2% | $10,261-42.1% | $5,124+16.0% |