Filed October 21, 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 | $145,888 | $103,376+41.1% | $87,100+67.5% | $152,861-4.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 32.26% | 28.10%+4.2pp | 28.19%+4.1pp | 345.32%-313.1pp |
| Employer contribution / active EE | $2,143 | $3,220-33.5% | $2,521-15.0% | $4,762-55.0% |
| Participant deferral / active EE | $3,845 | $4,778-19.5% | $4,049-5.0% | $5,850-34.3% |
| Admin fee / account holder | $5,554 | $12,205-54.5% | $7,497-25.9% | $11,596-52.1% |