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 | $117,577 | $86,929+35.3% | $102,423+14.8% | $80,856+45.4% |
| Participation rate | 78.8% | 72.4%+6.5pp | 76.5%+2.4pp | 67.6%+11.2pp |
| Annual return | 18.25% | 18.88%-0.6pp | 29.32%-11.1pp | 35.59%-17.3pp |
| Employer contribution / active EE | $2,043 | $2,369-13.8% | $3,023-32.4% | $2,755-25.8% |
| Participant deferral / active EE | $5,698 | $4,118+38.4% | $5,053+12.8% | $4,296+32.6% |
| Admin fee / account holder | $19,291 | $8,049+139.7% | $9,451+104.1% | $6,918+178.8% |