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 | $163,604 | $87,733+86.5% | $106,548+53.5% | $85,850+90.6% |
| Participation rate | 98.3% | 71.9%+26.4pp | 76.1%+22.2pp | 69.3%+29.0pp |
| Annual return | 11.34% | 21.86%-10.5pp | 26.80%-15.5pp | 318.53%-307.2pp |
| Employer contribution / active EE | $5,909 | $2,073+185.1% | $2,819+109.6% | $2,565+130.4% |
| Participant deferral / active EE | $9,563 | $3,469+175.7% | $4,398+117.4% | $3,952+142.0% |
| Admin fee / account holder | $7,388 | $6,767+9.2% | $7,407-0.3% | $6,260+18.0% |