Filed December 30, 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 | $58,479 | $104,907-44.3% | $84,611-30.9% | $152,861-61.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 12.89% | 373.79%-360.9pp | 258.74%-245.8pp | 345.32%-332.4pp |
| Employer contribution / active EE | $2,249 | $3,302-31.9% | $2,652-15.2% | $4,762-52.8% |
| Participant deferral / active EE | $5,411 | $4,688+15.4% | $3,899+38.8% | $5,850-7.5% |
| Admin fee / account holder | $12,043 | $6,241+93.0% | $4,912+145.2% | $11,596+3.8% |