Filed July 30, 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 | $125,055 | $76,552+63.4% | $123,892+0.9% | $62,891+98.8% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 6.12% | 18.68%-12.6pp | 47.52%-41.4pp | 20.14%-14.0pp |
| Employer contribution / active EE | $2,681 | $2,883-7.0% | $4,617-41.9% | $2,281+17.5% |
| Participant deferral / active EE | $4,718 | $4,840-2.5% | $5,984-21.2% | $3,203+47.3% |
| Admin fee / account holder | $1,791 | $4,826-62.9% | $8,357-78.6% | $4,296-58.3% |