Filed December 28, 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 | $222,549 | $118,450+87.9% | $98,439+126.1% | $139,434+59.6% |
| Participation rate | 95.0% | 77.4%+17.6pp | 75.2%+19.8pp | 80.3%+14.7pp |
| Annual return | 20.12% | 18.94%+1.2pp | 21.16%-1.0pp | 372.94%-352.8pp |
| Employer contribution / active EE | $7,360 | $3,609+103.9% | $3,048+141.5% | $4,751+54.9% |
| Participant deferral / active EE | $12,279 | $5,392+127.7% | $4,738+159.2% | $6,710+83.0% |
| Admin fee / account holder | $5,208 | $14,026-62.9% | $8,948-41.8% | $11,403-54.3% |