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 | $229,557 | $126,574+81.4% | $106,213+116.1% | $145,922+57.3% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 18.07% | 224.79%-206.7pp | 116.14%-98.1pp | 561.29%-543.2pp |
| Employer contribution / active EE | $6,983 | $3,730+87.2% | $3,171+120.2% | $4,660+49.9% |
| Participant deferral / active EE | $12,037 | $5,724+110.3% | $5,016+140.0% | $6,688+80.0% |
| Admin fee / account holder | $2,352 | $17,304-86.4% | $11,033-78.7% | $13,397-82.4% |