Filed September 28, 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 | $144,293 | $60,124+140.0% | $90,404+59.6% | $79,858+80.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 12.68% | 71.94%-59.3pp | 1293.02%-1280.3pp | 31.71%-19.0pp |
| Employer contribution / active EE | $1,440 | $2,068-30.3% | $3,262-55.8% | $2,471-41.7% |
| Participant deferral / active EE | $9,300 | $2,938+216.5% | $3,963+134.7% | $3,740+148.7% |
| Admin fee / account holder | $7,219 | $3,976+81.6% | $5,611+28.7% | $5,306+36.1% |