Filed September 23, 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 | $76,417 | $67,606+13.0% | $82,313-7.2% | $70,131+9.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 17.30% | 21.57%-4.3pp | 25.88%-8.6pp | 73.14%-55.8pp |
| Employer contribution / active EE | $4,510 | $1,755+157.0% | $2,428+85.7% | $2,342+92.6% |
| Participant deferral / active EE | $3,824 | $2,987+28.0% | $3,706+3.2% | $3,332+14.8% |
| Admin fee / account holder | $13,769 | $4,512+205.2% | $5,608+145.5% | $4,645+196.4% |