Filed September 23, 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 | $95,947 | $60,349+59.0% | $74,183+29.3% | $62,891+52.6% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 6.99% | 21.37%-14.4pp | 17.74%-10.7pp | 20.14%-13.2pp |
| Employer contribution / active EE | $3,869 | $1,680+130.3% | $2,370+63.2% | $2,281+69.6% |
| Participant deferral / active EE | $4,992 | $2,856+74.8% | $3,550+40.6% | $3,203+55.9% |
| Admin fee / account holder | $11,981 | $4,261+181.2% | $5,586+114.5% | $4,296+178.9% |