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 | $158,722 | $98,750+60.7% | $149,696+6.0% | $79,858+98.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.13% | 27.43%-11.3pp | 276.60%-260.5pp | 31.71%-15.6pp |
| Employer contribution / active EE | $8,742 | $3,216+171.8% | $4,644+88.2% | $2,471+253.8% |
| Participant deferral / active EE | $5,696 | $5,680+0.3% | $6,842-16.7% | $3,740+52.3% |
| Admin fee / account holder | $6,899 | $6,053+14.0% | $9,309-25.9% | $5,306+30.0% |