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 | $133,872 | $149,679-10.6% | $117,039+14.4% | $147,584-9.3% |
| Participation rate | 90.9% | 83.5%+7.4pp | 77.2%+13.7pp | 82.8%+8.1pp |
| Annual return | 11.65% | 19.31%-7.7pp | 18.95%-7.3pp | 578.55%-566.9pp |
| Employer contribution / active EE | $5,552 | $4,937+12.5% | $3,785+46.7% | $4,876+13.8% |
| Participant deferral / active EE | $2,939 | $4,912-40.2% | $3,929-25.2% | $5,439-46.0% |
| Admin fee / account holder | $6,190 | $7,856-21.2% | $5,974+3.6% | $10,885-43.1% |