Filed December 8, 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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $215,349 | $52,353+311.3% | $120,225+79.1% | $82,448+161.2% |
| Participation rate | 73.1% | 58.3%+14.8pp | 69.6%+3.5pp | 68.1%+5.0pp |
| Annual return | 13.30% | 61.85%-48.5pp | 439.23%-425.9pp | 41.64%-28.3pp |
| Employer contribution / active EE | $360 | $1,510-76.1% | $3,475-89.6% | $2,551-85.9% |
| Participant deferral / active EE | $6,938 | $2,627+164.1% | $3,999+73.5% | $4,139+67.6% |
| Admin fee / account holder | $14,918 | $4,363+241.9% | $5,696+161.9% | $7,234+106.2% |