Filed December 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 | $172,087 | $78,705+118.6% | $117,854+46.0% | $70,131+145.4% |
| Participation rate | 86.7% | 73.2%+13.5pp | 79.7%+7.0pp | 69.5%+17.1pp |
| Annual return | 14.59% | 23.30%-8.7pp | 335.08%-320.5pp | 73.14%-58.5pp |
| Employer contribution / active EE | $3,817 | $2,223+71.7% | $3,786+0.8% | $2,342+63.0% |
| Participant deferral / active EE | $3,962 | $3,297+20.2% | $4,482-11.6% | $3,332+18.9% |
| Admin fee / account holder | $7,233 | $5,065+42.8% | $8,020-9.8% | $4,645+55.7% |