Filed December 22, 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 | $162,476 | $77,634+109.3% | $156,549+3.8% | $62,891+158.3% |
| Participation rate | 91.7% | 71.2%+20.5pp | 84.0%+7.7pp | 69.3%+22.4pp |
| Annual return | 6.73% | 50.32%-43.6pp | 32.23%-25.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | $3,882 | $3,444+12.7% | $5,501-29.4% | $2,281+70.2% |
| Participant deferral / active EE | $5,023 | $3,045+64.9% | $4,871+3.1% | $3,203+56.8% |
| Admin fee / account holder | $3,983 | $5,561-28.4% | $13,027-69.4% | $4,296-7.3% |