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 | $229,263 | $65,409+250.5% | $98,442+132.9% | $85,850+167.1% |
| Participation rate | 78.6% | 65.0%+13.6pp | 73.3%+5.2pp | 69.3%+9.3pp |
| Annual return | 20.77% | 21.76%-1.0pp | 1492.73%-1472.0pp | 318.53%-297.8pp |
| Employer contribution / active EE | $1,952 | $2,168-9.9% | $2,960-34.0% | $2,565-23.9% |
| Participant deferral / active EE | $6,326 | $3,166+99.8% | $4,276+47.9% | $3,952+60.1% |
| Admin fee / account holder | $4,349 | $4,593-5.3% | $5,949-26.9% | $6,260-30.5% |