Filed December 31, 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 | $118,022 | $60,349+95.6% | $74,183+59.1% | $62,891+87.7% |
| Participation rate | 97.6% | 72.7%+24.8pp | 76.6%+20.9pp | 69.3%+28.3pp |
| Annual return | 10.11% | 21.37%-11.3pp | 17.74%-7.6pp | 20.14%-10.0pp |
| Employer contribution / active EE | $3,305 | $1,680+96.7% | $2,370+39.4% | $2,281+44.9% |
| Participant deferral / active EE | $3,507 | $2,856+22.8% | $3,550-1.2% | $3,203+9.5% |
| Admin fee / account holder | $2,809 | $4,261-34.1% | $5,586-49.7% | $4,296-34.6% |