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 | $67,675 | $156,846-56.9% | $121,098-44.1% | $139,434-51.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 10.73% | 1474.56%-1463.8pp | 985.75%-975.0pp | 372.94%-362.2pp |
| Employer contribution / active EE | $2,552 | $5,536-53.9% | $4,164-38.7% | $4,751-46.3% |
| Participant deferral / active EE | $6,005 | $4,844+24.0% | $4,080+47.2% | $6,710-10.5% |
| Admin fee / account holder | $16,889 | $6,946+143.2% | $5,644+199.2% | $11,403+48.1% |