Filed September 29, 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 | $92,322 | $137,414-32.8% | $189,513-51.3% | $85,850+7.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 17.97% | 38.14%-20.2pp | 555.15%-537.2pp | 318.53%-300.6pp |
| Employer contribution / active EE | $4,012 | $4,344-7.7% | $6,162-34.9% | $2,565+56.4% |
| Participant deferral / active EE | $7,081 | $6,260+13.1% | $8,221-13.9% | $3,952+79.2% |
| Admin fee / account holder | $13,582 | $8,630+57.4% | $12,045+12.8% | $6,260+117.0% |