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 | $174,789 | $80,968+115.9% | $96,544+81.0% | $75,163+132.5% |
| Participation rate | 91.0% | 71.8%+19.3pp | 76.0%+15.1pp | 67.2%+23.9pp |
| Annual return | 19.83% | 27.06%-7.2pp | 25.84%-6.0pp | 160.62%-140.8pp |
| Employer contribution / active EE | $4,276 | $2,282+87.4% | $2,965+44.2% | $2,670+60.2% |
| Participant deferral / active EE | $8,700 | $3,928+121.5% | $4,851+79.3% | $4,125+110.9% |
| Admin fee / account holder | $5,689 | $6,724-15.4% | $8,252-31.1% | $5,651+0.7% |