Filed July 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 | $101,628 | $93,571+8.6% | $135,903-25.2% | $75,163+35.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 23.18% | 30.90%-7.7pp | 68.23%-45.1pp | 160.62%-137.4pp |
| Employer contribution / active EE | $2,553 | $3,537-27.8% | $4,856-47.4% | $2,670-4.4% |
| Participant deferral / active EE | $6,581 | $6,404+2.8% | $7,758-15.2% | $4,125+59.5% |
| Admin fee / account holder | $25,703 | $6,975+268.5% | $10,762+138.8% | $5,651+354.8% |