Filed September 24, 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 | $182,220 | $58,234+212.9% | $81,783+122.8% | $80,874+125.3% |
| Participation rate | 95.5% | 63.4%+32.0pp | 72.4%+23.1pp | 67.6%+27.8pp |
| Annual return | 13.99% | 41.70%-27.7pp | 775.05%-761.1pp | 35.62%-21.6pp |
| Employer contribution / active EE | $15,441 | $2,341+559.5% | $2,913+430.1% | $2,756+460.3% |
| Participant deferral / active EE | $2,745 | $3,283-16.4% | $4,320-36.5% | $4,297-36.1% |
| Admin fee / account holder | $886 | $4,982-82.2% | $7,380-88.0% | $6,935-87.2% |