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 | $196,661 | $61,660+218.9% | $80,019+145.8% | $64,186+206.4% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -3.33% | -0.33%-3.0pp | 11.22%-14.6pp | 7.63%-11.0pp |
| Employer contribution / active EE | $4,555 | $1,810+151.6% | $2,468+84.6% | $2,381+91.3% |
| Participant deferral / active EE | $6,712 | $2,968+126.2% | $3,686+82.1% | $3,470+93.4% |
| Admin fee / account holder | $20,950 | $5,417+286.7% | $6,521+221.3% | $4,888+328.6% |