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 | $88,284 | $78,422+12.6% | $95,952-8.0% | $79,858+10.6% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 15.59% | 19.37%-3.8pp | 91.61%-76.0pp | 31.71%-16.1pp |
| Employer contribution / active EE | $2,624 | $1,945+34.9% | $2,541+3.3% | $2,471+6.2% |
| Participant deferral / active EE | $5,069 | $3,440+47.4% | $4,167+21.7% | $3,740+35.5% |
| Admin fee / account holder | $9,155 | $5,622+62.8% | $6,795+34.7% | $5,306+72.5% |