Filed July 21, 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 | $164,116 | $72,492+126.4% | $87,100+88.4% | $72,985+124.9% |
| Participation rate | 94.6% | 72.8%+21.8pp | 76.9%+17.8pp | 69.5%+25.2pp |
| Annual return | 22.34% | 24.46%-2.1pp | 28.19%-5.9pp | 81.00%-58.7pp |
| Employer contribution / active EE | $3,898 | $1,894+105.8% | $2,521+54.6% | $2,440+59.8% |
| Participant deferral / active EE | $7,635 | $3,270+133.5% | $4,049+88.6% | $3,607+111.6% |
| Admin fee / account holder | $5,473 | $5,055+8.3% | $7,497-27.0% | $5,124+6.8% |