Filed December 4, 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 | $107,157 | $61,660+73.8% | $80,019+33.9% | $64,186+66.9% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -5.93% | -0.33%-5.6pp | 11.22%-17.2pp | 7.63%-13.6pp |
| Employer contribution / active EE | $5,956 | $1,810+229.0% | $2,468+141.3% | $2,381+150.2% |
| Participant deferral / active EE | $8,525 | $2,968+187.3% | $3,686+131.3% | $3,470+145.7% |
| Admin fee / account holder | $7,681 | $5,417+41.8% | $6,521+17.8% | $4,888+57.1% |