Filed December 22, 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 | $89,187 | $158,398-43.7% | $126,539-29.5% | $142,382-37.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 14.20% | 593.76%-579.6pp | 425.95%-411.7pp | 217.08%-202.9pp |
| Employer contribution / active EE | $3,179 | $4,650-31.6% | $3,674-13.5% | $4,299-26.1% |
| Participant deferral / active EE | $6,220 | $4,767+30.5% | $4,083+52.3% | $6,507-4.4% |
| Admin fee / account holder | $909 | $6,918-86.9% | $6,065-85.0% | $12,624-92.8% |