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 | $233,421 | $95,416+144.6% | $185,823+25.6% | $85,850+171.9% |
| Participation rate | 87.1% | 68.8%+18.3pp | 81.7%+5.4pp | 69.3%+17.8pp |
| Annual return | 13.30% | 23.59%-10.3pp | 122.05%-108.8pp | 318.53%-305.2pp |
| Employer contribution / active EE | $12,603 | $3,314+280.3% | $5,167+143.9% | $2,565+391.3% |
| Participant deferral / active EE | $1,031 | $3,423-69.9% | $5,568-81.5% | $3,952-73.9% |
| Admin fee / account holder | $2,017 | $7,213-72.0% | $16,237-87.6% | $6,260-67.8% |