Filed October 1, 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 | $147,857 | $95,416+55.0% | $185,823-20.4% | $85,850+72.2% |
| Participation rate | 89.1% | 68.8%+20.3pp | 81.7%+7.4pp | 69.3%+19.8pp |
| Annual return | 22.88% | 23.59%-0.7pp | 122.05%-99.2pp | 318.53%-295.7pp |
| Employer contribution / active EE | $5,894 | $3,314+77.9% | $5,167+14.1% | $2,565+129.8% |
| Participant deferral / active EE | $4,503 | $3,423+31.5% | $5,568-19.1% | $3,952+13.9% |
| Admin fee / account holder | $16,079 | $7,213+122.9% | $16,237-1.0% | $6,260+156.9% |