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 | $116,890 | $78,422+49.1% | $95,952+21.8% | $79,858+46.4% |
| Participation rate | 98.6% | 73.5%+25.2pp | 77.1%+21.6pp | 69.6%+29.0pp |
| Annual return | 31.60% | 19.37%+12.2pp | 91.61%-60.0pp | 31.71%-0.1pp |
| Employer contribution / active EE | $5,280 | $1,945+171.5% | $2,541+107.8% | $2,471+113.7% |
| Participant deferral / active EE | $4,535 | $3,440+31.8% | $4,167+8.8% | $3,740+21.2% |
| Admin fee / account holder | $9,609 | $5,622+70.9% | $6,795+41.4% | $5,306+81.1% |