Filed September 28, 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 | $70,059 | $58,927+18.9% | $76,817-8.8% | $72,985-4.0% |
| Participation rate | 71.3% | 67.3%+3.9pp | 72.1%-0.8pp | 69.5%+1.8pp |
| Annual return | 20.23% | 2305.64%-2285.4pp | 1166.11%-1145.9pp | 81.00%-60.8pp |
| Employer contribution / active EE | $2,301 | $1,787+28.8% | $2,302-0.1% | $2,440-5.7% |
| Participant deferral / active EE | $3,420 | $2,690+27.1% | $3,336+2.5% | $3,607-5.2% |
| Admin fee / account holder | $12,388 | $4,013+208.7% | $6,420+93.0% | $5,124+141.7% |