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 | $230,477 | $87,013+164.9% | $106,213+117.0% | $80,856+185.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 10.81% | 17.05%-6.2pp | 116.14%-105.3pp | 35.59%-24.8pp |
| Employer contribution / active EE | $4,651 | $2,395+94.2% | $3,171+46.6% | $2,755+68.8% |
| Participant deferral / active EE | $6,428 | $3,986+61.3% | $5,016+28.1% | $4,296+49.6% |
| Admin fee / account holder | $34,119 | $8,431+304.7% | $11,033+209.2% | $6,918+393.2% |