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 | $231,378 | $76,367+203.0% | $93,606+147.2% | $72,985+217.0% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 20.54% | 25.82%-5.3pp | 32.76%-12.2pp | 81.00%-60.5pp |
| Employer contribution / active EE | $4,617 | $2,275+102.9% | $2,718+69.9% | $2,440+89.2% |
| Participant deferral / active EE | $6,636 | $3,538+87.6% | $4,069+63.1% | $3,607+84.0% |
| Admin fee / account holder | $7,977 | $6,838+16.7% | $7,888+1.1% | $5,124+55.7% |