Filed September 25, 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 | $129,271 | $84,233+53.5% | $170,442-24.2% | $70,131+84.3% |
| Participation rate | 82.9% | 70.8%+12.0pp | 83.6%-0.7pp | 69.5%+13.3pp |
| Annual return | 15.37% | 23.06%-7.7pp | 205.93%-190.6pp | 73.14%-57.8pp |
| Employer contribution / active EE | $9,128 | $3,387+169.5% | $5,433+68.0% | $2,342+289.7% |
| Participant deferral / active EE | $939 | $3,086-69.6% | $4,939-81.0% | $3,332-71.8% |
| Admin fee / account holder | $1,621 | $5,698-71.5% | $13,880-88.3% | $4,645-65.1% |