Filed November 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 | $110,016 | $71,883+53.0% | $86,677+26.9% | $68,494+60.6% |
| Participation rate | 87.2% | 72.2%+15.0pp | 76.6%+10.7pp | 67.9%+19.3pp |
| Annual return | -6.49% | 3.52%-10.0pp | 35.91%-42.4pp | -7.84%+1.3pp |
| Employer contribution / active EE | $2,277 | $2,173+4.8% | $2,836-19.7% | $2,596-12.3% |
| Participant deferral / active EE | $7,056 | $3,779+86.7% | $4,656+51.6% | $4,027+75.2% |
| Admin fee / account holder | $7,685 | $6,112+25.7% | $7,493+2.6% | $5,403+42.2% |