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 | $81,563 | $69,515+17.3% | $86,874-6.1% | $85,850-5.0% |
| Participation rate | 75.7% | 66.3%+9.3pp | 71.6%+4.0pp | 69.3%+6.4pp |
| Annual return | 12.73% | 20.12%-7.4pp | 63.52%-50.8pp | 318.53%-305.8pp |
| Employer contribution / active EE | $2,647 | $1,880+40.8% | $2,495+6.1% | $2,565+3.2% |
| Participant deferral / active EE | $4,452 | $2,919+52.5% | $3,699+20.3% | $3,952+12.6% |
| Admin fee / account holder | $14,626 | $5,972+144.9% | $5,828+151.0% | $6,260+133.7% |