Filed December 28, 1992 (most recent of 2 filings on file)
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 | $137,529 | $87,841+56.6% | $133,980+2.6% | $62,891+118.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 8.88% | 12.05%-3.2pp | 29.30%-20.4pp | 20.14%-11.3pp |
| Employer contribution / active EE | $2,784 | $3,483-20.1% | $5,211-46.6% | $2,281+22.0% |
| Participant deferral / active EE | $4,947 | $4,812+2.8% | $6,282-21.2% | $3,203+54.5% |
| Admin fee / account holder | $4,835 | $5,371-10.0% | $9,324-48.1% | $4,296+12.6% |