Filed December 28, 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 | $154,129 | $116,175+32.7% | $93,606+64.7% | $152,861+0.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 24.31% | 35.96%-11.6pp | 32.76%-8.4pp | 345.32%-321.0pp |
| Employer contribution / active EE | $5,811 | $3,218+80.6% | $2,718+113.8% | $4,762+22.0% |
| Participant deferral / active EE | $5,577 | $4,603+21.1% | $4,069+37.1% | $5,850-4.7% |
| Admin fee / account holder | $34,577 | $10,748+221.7% | $7,888+338.3% | $11,596+198.2% |