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 | $121,204 | $76,407+58.6% | $150,298-19.4% | $82,448+47.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 15.10% | 39.99%-24.9pp | 62.79%-47.7pp | 41.64%-26.5pp |
| Employer contribution / active EE | $6,261 | $2,614+139.5% | $4,154+50.7% | $2,551+145.4% |
| Participant deferral / active EE | $6,872 | $3,214+113.8% | $5,453+26.0% | $4,139+66.0% |
| Admin fee / account holder | $3,038 | $6,352-52.2% | $14,116-78.5% | $7,234-58.0% |