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 | $62,671 | $169,032-62.9% | $129,207-51.5% | $145,922-57.1% |
| Participation rate | 75.0% | 76.4%-1.4pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 11.28% | 14330.11%-14318.8pp | 9417.33%-9406.0pp | 561.29%-550.0pp |
| Employer contribution / active EE | $1,797 | $5,537-67.5% | $4,153-56.7% | $4,660-61.4% |
| Participant deferral / active EE | $2,986 | $4,987-40.1% | $4,168-28.4% | $6,688-55.4% |
| Admin fee / account holder | $13,508 | $9,954+35.7% | $7,715+75.1% | $13,397+0.8% |