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 | $133,810 | $183,963-27.3% | $162,163-17.5% | $152,861-12.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 25.84% | 150.76%-124.9pp | 115.59%-89.7pp | 345.32%-319.5pp |
| Employer contribution / active EE | $1,700 | $6,371-73.3% | $5,614-69.7% | $4,762-64.3% |
| Participant deferral / active EE | $6,020 | $8,034-25.1% | $7,298-17.5% | $5,850+2.9% |
| Admin fee / account holder | $3,823 | $13,121-70.9% | $10,843-64.7% | $11,596-67.0% |