Filed December 18, 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 | $61,633 | $53,127+16.0% | $86,590-28.8% | $70,131-12.1% |
| Participation rate | 92.8% | 65.3%+27.4pp | 73.5%+19.2pp | 69.5%+23.2pp |
| Annual return | 17.87% | 27.66%-9.8pp | 964.84%-947.0pp | 73.14%-55.3pp |
| Employer contribution / active EE | $4,319 | $2,068+108.8% | $2,839+52.1% | $2,342+84.4% |
| Participant deferral / active EE | $4,710 | $2,696+74.7% | $3,609+30.5% | $3,332+41.4% |
| Admin fee / account holder | $2,823 | $3,585-21.3% | $4,906-42.5% | $4,645-39.2% |