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 | $191,905 | $78,422+144.7% | $95,952+100.0% | $79,858+140.3% |
| Participation rate | 88.5% | 73.5%+15.0pp | 77.1%+11.5pp | 69.6%+18.9pp |
| Annual return | 18.40% | 19.37%-1.0pp | 91.61%-73.2pp | 31.71%-13.3pp |
| Employer contribution / active EE | $3,928 | $1,945+101.9% | $2,541+54.6% | $2,471+59.0% |
| Participant deferral / active EE | $7,851 | $3,440+128.2% | $4,167+88.4% | $3,740+109.9% |
| Admin fee / account holder | $14,163 | $5,622+151.9% | $6,795+108.4% | $5,306+166.9% |