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 | $160,236 | $112,096+42.9% | $95,952+67.0% | $158,922+0.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 17.32% | 171.09%-153.8pp | 91.61%-74.3pp | 302.83%-285.5pp |
| Employer contribution / active EE | $3,700 | $3,198+15.7% | $2,541+45.6% | $4,761-22.3% |
| Participant deferral / active EE | $7,017 | $4,784+46.7% | $4,167+68.4% | $5,982+17.3% |
| Admin fee / account holder | $2,107 | $10,130-79.2% | $6,795-69.0% | $11,246-81.3% |