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 | $89,753+149.0% | $107,525+107.8% | $84,808+163.5% |
| Participation rate | 92.2% | 68.1%+24.2pp | 75.1%+17.1pp | 68.3%+23.9pp |
| Annual return | 16.89% | 29.48%-12.6pp | 181.32%-164.4pp | 40.90%-24.0pp |
| Employer contribution / active EE | $3,430 | $3,113+10.2% | $3,754-8.6% | $2,631+30.4% |
| Participant deferral / active EE | $11,626 | $4,056+186.6% | $5,116+127.3% | $4,212+176.1% |
| Admin fee / account holder | $22,121 | $7,222+206.3% | $8,919+148.0% | $7,344+201.2% |