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 | $206,650 | $110,257+87.4% | $96,544+114.0% | $139,434+48.2% |
| Participation rate | 93.8% | 78.1%+15.7pp | 76.0%+17.8pp | 80.3%+13.4pp |
| Annual return | 18.35% | 26.32%-8.0pp | 25.84%-7.5pp | 372.94%-354.6pp |
| Employer contribution / active EE | $5,388 | $3,620+48.8% | $2,965+81.7% | $4,751+13.4% |
| Participant deferral / active EE | $9,835 | $5,548+77.3% | $4,851+102.7% | $6,710+46.6% |
| Admin fee / account holder | $18,737 | $11,591+61.6% | $8,252+127.1% | $11,403+64.3% |