Filed December 30, 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 | $130,180 | $87,841+48.2% | $133,980-2.8% | $62,891+107.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 7.79% | 12.05%-4.3pp | 29.30%-21.5pp | 20.14%-12.4pp |
| Employer contribution / active EE | $6,718 | $3,483+92.9% | $5,211+28.9% | $2,281+194.5% |
| Participant deferral / active EE | $3,373 | $4,812-29.9% | $6,282-46.3% | $3,203+5.3% |
| Admin fee / account holder | $12,315 | $5,371+129.3% | $9,324+32.1% | $4,296+186.7% |