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 | $57,105 | $48,570+17.6% | $130,648-56.3% | $72,985-21.8% |
| Participation rate | 90.6% | 58.6%+32.1pp | 71.7%+18.9pp | 69.5%+21.1pp |
| Annual return | 20.62% | 38.63%-18.0pp | 1708.96%-1688.3pp | 81.00%-60.4pp |
| Employer contribution / active EE | $2,338 | $1,334+75.3% | $4,092-42.9% | $2,440-4.2% |
| Participant deferral / active EE | $3,431 | $2,384+43.9% | $3,603-4.8% | $3,607-4.9% |
| Admin fee / account holder | $4,456 | $3,549+25.5% | $5,464-18.5% | $5,124-13.1% |