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 | $232,170 | $79,944+190.4% | $98,439+135.9% | $75,163+208.9% |
| Participation rate | 98.9% | 70.4%+28.6pp | 75.2%+23.8pp | 67.2%+31.8pp |
| Annual return | 17.58% | 19.75%-2.2pp | 21.16%-3.6pp | 160.62%-143.0pp |
| Employer contribution / active EE | $4,543 | $2,264+100.7% | $3,048+49.0% | $2,670+70.2% |
| Participant deferral / active EE | $6,542 | $3,752+74.4% | $4,738+38.1% | $4,125+58.6% |
| Admin fee / account holder | $6,776 | $6,840-0.9% | $8,948-24.3% | $5,651+19.9% |