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 | $195,269 | $118,680+64.5% | $98,907+97.4% | $158,922+22.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 20.99% | 372.35%-351.4pp | 196.43%-175.4pp | 302.83%-281.8pp |
| Employer contribution / active EE | $3,764 | $3,333+12.9% | $2,689+40.0% | $4,761-20.9% |
| Participant deferral / active EE | $6,594 | $5,088+29.6% | $4,244+55.4% | $5,982+10.2% |
| Admin fee / account holder | $1,094 | $10,131-89.2% | $6,642-83.5% | $11,246-90.3% |