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 | $165,202 | $86,929+90.0% | $102,423+61.3% | $80,856+104.3% |
| Participation rate | 89.6% | 72.4%+17.2pp | 76.5%+13.1pp | 67.6%+21.9pp |
| Annual return | 16.34% | 18.88%-2.5pp | 29.32%-13.0pp | 35.59%-19.2pp |
| Employer contribution / active EE | $4,597 | $2,369+94.0% | $3,023+52.0% | $2,755+66.9% |
| Participant deferral / active EE | $9,180 | $4,118+122.9% | $5,053+81.7% | $4,296+113.7% |
| Admin fee / account holder | $29,730 | $8,049+269.4% | $9,451+214.6% | $6,918+329.7% |