Filed February 3, 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 | $190,767 | $105,181+81.4% | $159,436+19.7% | $85,850+122.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 28.97% | 45.07%-16.1pp | 263.57%-234.6pp | 318.53%-289.6pp |
| Employer contribution / active EE | $7,454 | $3,318+124.6% | $4,829+54.3% | $2,565+190.6% |
| Participant deferral / active EE | $8,351 | $5,945+40.5% | $7,352+13.6% | $3,952+111.3% |
| Admin fee / account holder | $21,902 | $6,933+215.9% | $10,799+102.8% | $6,260+249.9% |