Filed December 23, 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 | $71,229 | $51,576+38.1% | $129,207-44.9% | $80,856-11.9% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 20.87% | 20.81%+0.1pp | 9417.33%-9396.5pp | 35.59%-14.7pp |
| Employer contribution / active EE | $2,578 | $1,584+62.8% | $4,153-37.9% | $2,755-6.4% |
| Participant deferral / active EE | $5,045 | $2,669+89.0% | $4,168+21.0% | $4,296+17.4% |
| Admin fee / account holder | $14,548 | $4,305+237.9% | $7,715+88.6% | $6,918+110.3% |