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 | $143,266 | $77,813+84.1% | $123,544+16.0% | $64,186+123.2% |
| Participation rate | 89.6% | 74.7%+14.9pp | 82.3%+7.3pp | 69.6%+20.0pp |
| Annual return | -6.75% | 12.48%-19.2pp | 119.20%-125.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $8,999 | $3,014+198.6% | $4,628+94.5% | $2,381+278.0% |
| Participant deferral / active EE | $5,798 | $5,240+10.7% | $6,426-9.8% | $3,470+67.1% |
| Admin fee / account holder | $20,407 | $5,519+269.8% | $9,284+119.8% | $4,888+317.5% |