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 | $161,847 | $87,013+86.0% | $106,213+52.4% | $80,856+100.2% |
| Participation rate | 92.1% | 70.4%+21.6pp | 75.3%+16.8pp | 67.6%+24.4pp |
| Annual return | 15.08% | 17.05%-2.0pp | 116.14%-101.1pp | 35.59%-20.5pp |
| Employer contribution / active EE | $6,098 | $2,395+154.6% | $3,171+92.3% | $2,755+121.4% |
| Participant deferral / active EE | $9,580 | $3,986+140.3% | $5,016+91.0% | $4,296+123.0% |
| Admin fee / account holder | $30,136 | $8,431+257.4% | $11,033+173.1% | $6,918+335.6% |