Filed September 29, 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 | $46,080 | $109,359-57.9% | $162,163-71.6% | $72,985-36.9% |
| Participation rate | 97.4% | 84.3%+13.1pp | 87.6%+9.8pp | 69.5%+27.9pp |
| Annual return | 22.77% | 25.46%-2.7pp | 115.59%-92.8pp | 81.00%-58.2pp |
| Employer contribution / active EE | $7,029 | $3,907+79.9% | $5,614+25.2% | $2,440+188.1% |
| Participant deferral / active EE | $5,845 | $5,481+6.6% | $7,298-19.9% | $3,607+62.0% |
| Admin fee / account holder | $2,899 | $7,972-63.6% | $10,843-73.3% | $5,124-43.4% |