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 | $199,218 | $94,625+110.5% | $116,228+71.4% | $84,808+134.9% |
| Participation rate | 93.8% | 70.4%+23.4pp | 74.6%+19.3pp | 68.3%+25.5pp |
| Annual return | 18.11% | 20.40%-2.3pp | 90.06%-72.0pp | 40.90%-22.8pp |
| Employer contribution / active EE | $6,219 | $2,347+165.0% | $2,994+107.7% | $2,631+136.4% |
| Participant deferral / active EE | $11,532 | $3,972+190.3% | $4,953+132.8% | $4,212+173.8% |
| Admin fee / account holder | $6,759 | $10,091-33.0% | $11,989-43.6% | $7,344-8.0% |