Filed December 17, 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 | $94,209 | $49,173+91.6% | $121,098-22.2% | $75,163+25.3% |
| Participation rate | 75.3% | 55.4%+19.9pp | 69.5%+5.8pp | 67.2%+8.1pp |
| Annual return | 15.37% | 55.99%-40.6pp | 985.75%-970.4pp | 160.62%-145.2pp |
| Employer contribution / active EE | $2,248 | $1,546+45.5% | $4,164-46.0% | $2,670-15.8% |
| Participant deferral / active EE | $2,038 | $2,628-22.4% | $4,080-50.0% | $4,125-50.6% |
| Admin fee / account holder | $2,229 | $3,942-43.5% | $5,644-60.5% | $5,651-60.6% |