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.
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 | $107,854 | $95,803+12.6% | $113,168-4.7% | $84,808+27.2% |
| Participation rate | 97.9% | 72.9%+25.1pp | 76.6%+21.4pp | 68.3%+29.6pp |
| Annual return | 18.60% | 25.00%-6.4pp | 24.27%-5.7pp | 40.90%-22.3pp |
| Employer contribution / active EE | $2,300 | $2,360-2.5% | $2,975-22.7% | $2,631-12.6% |
| Participant deferral / active EE | $7,291 | $4,242+71.9% | $5,107+42.8% | $4,212+73.1% |
| Admin fee / account holder | $24,980 | $8,989+177.9% | $12,068+107.0% | $7,344+240.2% |