Filed December 28, 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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $107,854 | $95,453+13.0% | $112,040-3.7% | $82,448+30.8% |
| Participation rate | 97.9% | 72.8%+25.2pp | 76.5%+21.4pp | 68.1%+29.8pp |
| Annual return | 18.60% | 23.92%-5.3pp | 24.52%-5.9pp | 41.64%-23.0pp |
| Employer contribution / active EE | $2,300 | $2,318-0.8% | $2,954-22.1% | $2,551-9.8% |
| Participant deferral / active EE | $7,291 | $4,224+72.6% | $5,098+43.0% | $4,139+76.1% |
| Admin fee / account holder | $24,980 | $9,013+177.1% | $12,098+106.5% | $7,234+245.3% |