Filed March 24, 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 | $104,777 | $52,681+98.9% | $75,781+38.3% | $59,632+75.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | 2.38% | 2.95%-0.6pp | 9.68%-7.3pp | 2041.28%-2038.9pp |
| Employer contribution / active EE | $4,034 | $2,193+83.9% | $3,323+21.4% | $2,203+83.1% |
| Participant deferral / active EE | $8,804 | $2,591+239.8% | $3,651+141.1% | $3,192+175.8% |
| Admin fee / account holder | $3,577 | $3,610-0.9% | $5,299-32.5% | $4,297-16.8% |