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 | $84,962 | $53,516+58.8% | $126,539-32.9% | $84,808+0.2% |
| Participation rate | 95.0% | 58.2%+36.8pp | 69.8%+25.2pp | 68.3%+26.7pp |
| Annual return | 15.16% | 58.34%-43.2pp | 425.95%-410.8pp | 40.90%-25.7pp |
| Employer contribution / active EE | $2,692 | $1,535+75.4% | $3,674-26.7% | $2,631+2.3% |
| Participant deferral / active EE | $6,024 | $2,671+125.6% | $4,083+47.5% | $4,212+43.0% |
| Admin fee / account holder | $3,768 | $4,497-16.2% | $6,065-37.9% | $7,344-48.7% |