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 | $160,780 | $109,359+47.0% | $162,163-0.9% | $72,985+120.3% |
| Participation rate | 93.9% | 84.3%+9.7pp | 87.6%+6.4pp | 69.5%+24.5pp |
| Annual return | 20.12% | 25.46%-5.3pp | 115.59%-95.5pp | 81.00%-60.9pp |
| Employer contribution / active EE | $6,103 | $3,907+56.2% | $5,614+8.7% | $2,440+150.1% |
| Participant deferral / active EE | $2,629 | $5,481-52.0% | $7,298-64.0% | $3,607-27.1% |
| Admin fee / account holder | $3,394 | $7,972-57.4% | $10,843-68.7% | $5,124-33.8% |