Filed September 18, 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 | $212,255 | $67,411+214.9% | $91,001+133.2% | $70,131+202.7% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 14.95% | -40.16%+55.1pp | 4.60%+10.3pp | 73.14%-58.2pp |
| Employer contribution / active EE | $4,378 | $1,786+145.2% | $2,456+78.3% | $2,342+86.9% |
| Participant deferral / active EE | $6,394 | $2,823+126.5% | $3,547+80.2% | $3,332+91.9% |
| Admin fee / account holder | $6,151 | $4,236+45.2% | $5,417+13.6% | $4,645+32.4% |