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.
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 | $215,349 | $53,516+302.4% | $126,539+70.2% | $84,808+153.9% |
| Participation rate | 73.1% | 58.2%+14.8pp | 69.8%+3.3pp | 68.3%+4.8pp |
| Annual return | 13.30% | 58.34%-45.0pp | 425.95%-412.6pp | 40.90%-27.6pp |
| Employer contribution / active EE | $360 | $1,535-76.5% | $3,674-90.2% | $2,631-86.3% |
| Participant deferral / active EE | $6,938 | $2,671+159.8% | $4,083+69.9% | $4,212+64.7% |
| Admin fee / account holder | $14,918 | $4,497+231.8% | $6,065+146.0% | $7,344+103.1% |