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 | $206,492 | $109,413+88.7% | $156,263+32.1% | $84,808+143.5% |
| Participation rate | 92.0% | 72.7%+19.3pp | 78.9%+13.1pp | 68.3%+23.7pp |
| Annual return | 13.38% | 20.18%-6.8pp | 59.47%-46.1pp | 40.90%-27.5pp |
| Employer contribution / active EE | $2,190 | $2,907-24.7% | $4,333-49.5% | $2,631-16.8% |
| Participant deferral / active EE | $4,955 | $4,590+8.0% | $6,158-19.5% | $4,212+17.7% |
| Admin fee / account holder | $10,047 | $9,357+7.4% | $14,255-29.5% | $7,344+36.8% |