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 | $181,752 | $86,286+110.6% | $111,297+63.3% | $85,850+111.7% |
| Participation rate | 87.1% | 73.3%+13.8pp | 77.3%+9.8pp | 69.3%+17.8pp |
| Annual return | 11.12% | 19.99%-8.9pp | 54.65%-43.5pp | 318.53%-307.4pp |
| Employer contribution / active EE | $3,944 | $2,043+93.0% | $2,731+44.4% | $2,565+53.8% |
| Participant deferral / active EE | $7,477 | $3,641+105.4% | $4,487+66.6% | $3,952+89.2% |
| Admin fee / account holder | $32,947 | $8,188+302.4% | $7,964+313.7% | $6,260+426.3% |