Filed December 4, 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 | $121,766 | $76,367+59.4% | $93,606+30.1% | $72,985+66.8% |
| Participation rate | 98.6% | 71.7%+26.9pp | 75.8%+22.8pp | 69.5%+29.1pp |
| Annual return | 19.87% | 25.82%-5.9pp | 32.76%-12.9pp | 81.00%-61.1pp |
| Employer contribution / active EE | $3,874 | $2,275+70.3% | $2,718+42.5% | $2,440+58.8% |
| Participant deferral / active EE | $8,174 | $3,538+131.0% | $4,069+100.9% | $3,607+126.6% |
| Admin fee / account holder | $9,403 | $6,838+37.5% | $7,888+19.2% | $5,124+83.5% |