Filed July 30, 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 | $206,966 | $102,317+102.3% | $146,958+40.8% | $80,856+156.0% |
| Participation rate | 89.1% | 75.8%+13.3pp | 82.2%+7.0pp | 67.6%+21.5pp |
| Annual return | 13.19% | 134.76%-121.6pp | 418.34%-405.1pp | 35.59%-22.4pp |
| Employer contribution / active EE | $7,753 | $3,713+108.8% | $4,933+57.2% | $2,755+181.4% |
| Participant deferral / active EE | $8,454 | $6,644+27.3% | $8,070+4.8% | $4,296+96.8% |
| Admin fee / account holder | $38,098 | $7,941+379.7% | $12,998+193.1% | $6,918+450.7% |