Filed September 15, 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 | $118,938 | $136,307-12.7% | $106,619+11.6% | $273,961-56.6% |
| Participation rate | 91.7% | 84.8%+6.9pp | 78.0%+13.7pp | 83.0%+8.7pp |
| Annual return | 10.31% | 11.05%-0.7pp | 9.42%+0.9pp | 41.45%-31.1pp |
| Employer contribution / active EE | $5,081 | $5,190-2.1% | $3,947+28.7% | $4,869+4.4% |
| Participant deferral / active EE | $3,019 | $4,969-39.3% | $3,930-23.2% | $5,287-42.9% |
| Admin fee / account holder | $1,921 | $8,625-77.7% | $6,418-70.1% | $10,132-81.0% |