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 | $48,678 | $53,516-9.0% | $126,539-61.5% | $84,808-42.6% |
| Participation rate | 70.6% | 58.2%+12.3pp | 69.8%+0.8pp | 68.3%+2.3pp |
| Annual return | 19.20% | 58.34%-39.1pp | 425.95%-406.7pp | 40.90%-21.7pp |
| Employer contribution / active EE | $1,216 | $1,535-20.8% | $3,674-66.9% | $2,631-53.8% |
| Participant deferral / active EE | $4,115 | $2,671+54.1% | $4,083+0.8% | $4,212-2.3% |
| Admin fee / account holder | $1,282 | $4,497-71.5% | $6,065-78.9% | $7,344-82.5% |