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 | $55,123 | $176,377-68.7% | $134,143-58.9% | $158,922-65.3% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 15.65% | 63.63%-48.0pp | 36.33%-20.7pp | 302.83%-287.2pp |
| Employer contribution / active EE | $1,374 | $5,040-72.7% | $3,704-62.9% | $4,761-71.1% |
| Participant deferral / active EE | $2,825 | $4,091-30.9% | $3,499-19.3% | $5,982-52.8% |
| Admin fee / account holder | $1,032 | $8,718-88.2% | $6,684-84.6% | $11,246-90.8% |