Filed December 11, 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 | $215,472 | $90,600+137.8% | $79,464+171.2% | $135,375+59.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 3.39% | 977.43%-974.0pp | 718.14%-714.8pp | 519.73%-516.3pp |
| Employer contribution / active EE | $6,605 | $3,068+115.3% | $2,800+135.8% | $4,779+38.2% |
| Participant deferral / active EE | $12,335 | $4,050+204.5% | $3,704+233.0% | $5,609+119.9% |
| Admin fee / account holder | $12,355 | $5,907+109.2% | $5,113+141.6% | $10,827+14.1% |