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 | $170,261 | $111,535+52.7% | $105,223+61.8% | $137,256+24.0% |
| Participation rate | 94.4% | 78.1%+16.4pp | 75.0%+19.4pp | 80.0%+14.5pp |
| Annual return | 11.75% | 237.85%-226.1pp | 180.65%-168.9pp | 220.34%-208.6pp |
| Employer contribution / active EE | $1,923 | $3,939-51.2% | $3,689-47.9% | $4,156-53.7% |
| Participant deferral / active EE | $5,546 | $5,500+0.8% | $5,072+9.4% | $6,407-13.4% |
| Admin fee / account holder | $7,665 | $9,721-21.2% | $8,859-13.5% | $12,270-37.5% |