Filed December 23, 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 | $91,859 | $171,865-46.6% | $149,718-38.6% | $147,584-37.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 12.47% | 2113.22%-2100.7pp | 1501.63%-1489.2pp | 578.55%-566.1pp |
| Employer contribution / active EE | $3,497 | $6,275-44.3% | $5,445-35.8% | $4,876-28.3% |
| Participant deferral / active EE | $5,720 | $7,271-21.3% | $6,569-12.9% | $5,439+5.2% |
| Admin fee / account holder | $2,491 | $13,799-81.9% | $11,283-77.9% | $10,885-77.1% |