Filed December 31, 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 | $186,970 | $160,055+16.8% | $140,016+33.5% | $135,375+38.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.21% | 911.38%-914.6pp | 651.12%-654.3pp | 519.73%-522.9pp |
| Employer contribution / active EE | $2,659 | $6,420-58.6% | $5,606-52.6% | $4,779-44.3% |
| Participant deferral / active EE | $6,650 | $7,642-13.0% | $6,927-4.0% | $5,609+18.6% |
| Admin fee / account holder | $2,045 | $13,328-84.7% | $10,705-80.9% | $10,827-81.1% |