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 | $153,635 | $79,944+92.2% | $98,439+56.1% | $75,163+104.4% |
| Participation rate | 96.6% | 70.4%+26.2pp | 75.2%+21.5pp | 67.2%+29.4pp |
| Annual return | 18.16% | 19.75%-1.6pp | 21.16%-3.0pp | 160.62%-142.5pp |
| Employer contribution / active EE | $6,435 | $2,264+184.3% | $3,048+111.1% | $2,670+141.0% |
| Participant deferral / active EE | $11,022 | $3,752+193.8% | $4,738+132.7% | $4,125+167.2% |
| Admin fee / account holder | $29,542 | $6,840+331.9% | $8,948+230.2% | $5,651+422.8% |