Filed December 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 | $105,259 | $87,733+20.0% | $106,548-1.2% | $85,850+22.6% |
| Participation rate | 90.9% | 71.9%+19.0pp | 76.1%+14.8pp | 69.3%+21.6pp |
| Annual return | 15.03% | 21.86%-6.8pp | 26.80%-11.8pp | 318.53%-303.5pp |
| Employer contribution / active EE | $5,358 | $2,073+158.5% | $2,819+90.1% | $2,565+108.9% |
| Participant deferral / active EE | $5,008 | $3,469+44.4% | $4,398+13.9% | $3,952+26.7% |
| Admin fee / account holder | $14,416 | $6,767+113.0% | $7,407+94.6% | $6,260+130.3% |