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 | $41,068 | $156,846-73.8% | $121,098-66.1% | $139,434-70.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 12.91% | 1474.56%-1461.6pp | 985.75%-972.8pp | 372.94%-360.0pp |
| Employer contribution / active EE | $1,296 | $5,536-76.6% | $4,164-68.9% | $4,751-72.7% |
| Participant deferral / active EE | $2,298 | $4,844-52.6% | $4,080-43.7% | $6,710-65.8% |
| Admin fee / account holder | $18,204 | $6,946+162.1% | $5,644+222.5% | $11,403+59.6% |