Filed December 7, 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 | $201,430 | $94,529+113.1% | $140,016+43.9% | $64,186+213.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -6.16% | 7.77%-13.9pp | 651.12%-657.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $5,744 | $3,812+50.7% | $5,606+2.5% | $2,381+141.3% |
| Participant deferral / active EE | $7,836 | $5,250+49.3% | $6,927+13.1% | $3,470+125.8% |
| Admin fee / account holder | $9,812 | $6,741+45.6% | $10,705-8.3% | $4,888+100.7% |