Filed November 17, 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 | $223,454 | $88,672+152.0% | $105,223+112.4% | $82,448+171.0% |
| Participation rate | 92.2% | 67.9%+24.3pp | 75.0%+17.2pp | 68.1%+24.2pp |
| Annual return | 16.89% | 30.86%-14.0pp | 180.65%-163.8pp | 41.64%-24.7pp |
| Employer contribution / active EE | $3,430 | $3,048+12.5% | $3,689-7.0% | $2,551+34.4% |
| Participant deferral / active EE | $11,626 | $4,036+188.1% | $5,072+129.2% | $4,139+180.9% |
| Admin fee / account holder | $22,121 | $7,146+209.6% | $8,859+149.7% | $7,234+205.8% |