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 | $105,151 | $72,492+45.1% | $87,100+20.7% | $72,985+44.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 19.53% | 24.46%-4.9pp | 28.19%-8.7pp | 81.00%-61.5pp |
| Employer contribution / active EE | $3,746 | $1,894+97.8% | $2,521+48.6% | $2,440+53.5% |
| Participant deferral / active EE | $5,757 | $3,270+76.1% | $4,049+42.2% | $3,607+59.6% |
| Admin fee / account holder | $16,601 | $5,055+228.4% | $7,497+121.5% | $5,124+224.0% |