Filed December 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 | $148,959 | $69,977+112.9% | $108,579+37.2% | $62,891+136.9% |
| Participation rate | 86.8% | 72.9%+13.9pp | 79.6%+7.3pp | 69.3%+17.5pp |
| Annual return | 10.38% | 10.73%-0.4pp | -51.70%+62.1pp | 20.14%-9.8pp |
| Employer contribution / active EE | $3,427 | $2,135+60.5% | $3,758-8.8% | $2,281+50.3% |
| Participant deferral / active EE | $3,796 | $3,165+20.0% | $4,311-11.9% | $3,203+18.5% |
| Admin fee / account holder | $4,245 | $5,076-16.4% | $7,645-44.5% | $4,296-1.2% |