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 | $204,855 | $93,571+118.9% | $135,903+50.7% | $75,163+172.5% |
| Participation rate | 97.7% | 75.2%+22.5pp | 81.9%+15.8pp | 67.2%+30.5pp |
| Annual return | 15.28% | 30.90%-15.6pp | 68.23%-53.0pp | 160.62%-145.3pp |
| Employer contribution / active EE | $8,520 | $3,537+140.9% | $4,856+75.4% | $2,670+219.1% |
| Participant deferral / active EE | $8,558 | $6,404+33.6% | $7,758+10.3% | $4,125+107.5% |
| Admin fee / account holder | $58,230 | $6,975+734.8% | $10,762+441.1% | $5,651+930.5% |