Filed December 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 | $182,579 | $72,177+153.0% | $115,037+58.7% | $59,632+206.2% |
| Participation rate | 92.7% | 72.6%+20.2pp | 81.4%+11.4pp | 68.7%+24.1pp |
| Annual return | -0.95% | 12.02%-13.0pp | 26.14%-27.1pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $5,471 | $2,841+92.6% | $4,608+18.7% | $2,203+148.4% |
| Participant deferral / active EE | $9,070 | $4,783+89.6% | $6,026+50.5% | $3,192+184.2% |
| Admin fee / account holder | $1,451 | $4,927-70.6% | $8,175-82.3% | $4,297-66.2% |