Filed December 18, 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 | $119,287 | $56,897+109.7% | $84,750+40.8% | $62,891+89.7% |
| Participation rate | 96.6% | 68.5%+28.0pp | 76.6%+20.0pp | 69.3%+27.2pp |
| Annual return | 23.70% | 6.30%+17.4pp | 22.78%+0.9pp | 20.14%+3.6pp |
| Employer contribution / active EE | $3,178 | $2,400+32.4% | $3,574-11.1% | $2,281+39.3% |
| Participant deferral / active EE | $6,816 | $2,709+151.6% | $3,712+83.6% | $3,203+112.8% |
| Admin fee / account holder | $1,326 | $3,581-63.0% | $5,332-75.1% | $4,296-69.1% |