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 | $192,919 | $86,929+121.9% | $102,423+88.4% | $80,856+138.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 25.92% | 18.88%+7.0pp | 29.32%-3.4pp | 35.59%-9.7pp |
| Employer contribution / active EE | $3,726 | $2,369+57.3% | $3,023+23.2% | $2,755+35.3% |
| Participant deferral / active EE | $3,234 | $4,118-21.5% | $5,053-36.0% | $4,296-24.7% |
| Admin fee / account holder | $1,625 | $8,049-79.8% | $9,451-82.8% | $6,918-76.5% |