Filed December 14, 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 | $182,634 | $80,717+126.3% | $154,803+18.0% | $84,808+115.4% |
| Participation rate | 84.8% | 66.8%+18.0pp | 78.1%+6.8pp | 68.3%+16.5pp |
| Annual return | 18.24% | 37.96%-19.7pp | 58.88%-40.6pp | 40.90%-22.7pp |
| Employer contribution / active EE | $2,822 | $2,761+2.2% | $4,305-34.5% | $2,631+7.3% |
| Participant deferral / active EE | $6,489 | $3,303+96.4% | $5,540+17.1% | $4,212+54.1% |
| Admin fee / account holder | $834 | $6,746-87.6% | $14,329-94.2% | $7,344-88.6% |