Filed September 8, 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 | $142,304 | $181,894-21.8% | $156,549-9.1% | $273,961-48.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.59% | 30.74%-26.2pp | 32.23%-27.6pp | 41.45%-36.9pp |
| Employer contribution / active EE | $9,091 | $6,248+45.5% | $5,501+65.2% | $4,869+86.7% |
| Participant deferral / active EE | $6,103 | $5,550+10.0% | $4,871+25.3% | $5,287+15.4% |
| Admin fee / account holder | $1,441 | $15,559-90.7% | $13,027-88.9% | $10,132-85.8% |