Filed December 29, 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 | $80,171 | $137,414-41.7% | $189,513-57.7% | $85,850-6.6% |
| Participation rate | 92.9% | 84.6%+8.2pp | 87.8%+5.1pp | 69.3%+23.5pp |
| Annual return | 13.19% | 38.14%-25.0pp | 555.15%-542.0pp | 318.53%-305.3pp |
| Employer contribution / active EE | $2,600 | $4,344-40.2% | $6,162-57.8% | $2,565+1.3% |
| Participant deferral / active EE | $4,874 | $6,260-22.1% | $8,221-40.7% | $3,952+23.3% |
| Admin fee / account holder | $3,198 | $8,630-62.9% | $12,045-73.4% | $6,260-48.9% |