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 | $210,158 | $95,803+119.4% | $113,168+85.7% | $84,808+147.8% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 14.90% | 25.00%-10.1pp | 24.27%-9.4pp | 40.90%-26.0pp |
| Employer contribution / active EE | $4,257 | $2,360+80.4% | $2,975+43.1% | $2,631+61.8% |
| Participant deferral / active EE | $3,723 | $4,242-12.2% | $5,107-27.1% | $4,212-11.6% |
| Admin fee / account holder | $28,358 | $8,989+215.5% | $12,068+135.0% | $7,344+286.2% |