Filed November 9, 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 | $131,187 | $201,272-34.8% | $184,203-28.8% | $145,922-10.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.19% | 29.00%-14.8pp | 28.81%-14.6pp | 561.29%-547.1pp |
| Employer contribution / active EE | $6,377 | $7,022-9.2% | $6,427-0.8% | $4,660+36.9% |
| Participant deferral / active EE | $6,707 | $9,806-31.6% | $9,131-26.5% | $6,688+0.3% |
| Admin fee / account holder | $3,082 | $16,364-81.2% | $13,901-77.8% | $13,397-77.0% |