Filed October 13, 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 | $191,845 | $84,233+127.8% | $170,442+12.6% | $70,131+173.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.10% | 23.06%-7.0pp | 205.93%-189.8pp | 73.14%-57.0pp |
| Employer contribution / active EE | $7,943 | $3,387+134.5% | $5,433+46.2% | $2,342+239.1% |
| Participant deferral / active EE | $4,569 | $3,086+48.1% | $4,939-7.5% | $3,332+37.1% |
| Admin fee / account holder | $1,848 | $5,698-67.6% | $13,880-86.7% | $4,645-60.2% |