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 | $249,441 | $125,758+98.3% | $169,993+46.7% | $75,163+231.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 14.73% | 27.20%-12.5pp | 53.37%-38.6pp | 160.62%-145.9pp |
| Employer contribution / active EE | $6,493 | $4,615+40.7% | $6,785-4.3% | $2,670+143.2% |
| Participant deferral / active EE | $9,382 | $6,837+37.2% | $10,408-9.9% | $4,125+127.4% |
| Admin fee / account holder | $27,534 | $8,173+236.9% | $12,815+114.9% | $5,651+387.2% |