Filed October 2, 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 5-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 | $87,584 | $105,181-16.7% | $159,436-45.1% | $85,850+2.0% |
| Participation rate | 95.8% | 75.8%+20.1pp | 82.8%+13.0pp | 69.3%+26.5pp |
| Annual return | 13.03% | 45.07%-32.0pp | 263.57%-250.5pp | 318.53%-305.5pp |
| Employer contribution / active EE | $747 | $3,318-77.5% | $4,829-84.5% | $2,565-70.9% |
| Participant deferral / active EE | $11,482 | $5,945+93.1% | $7,352+56.2% | $3,952+190.6% |
| Admin fee / account holder | $9,214 | $6,933+32.9% | $10,799-14.7% | $6,260+47.2% |