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 | $122,518 | $74,888+63.6% | $71,209+72.1% | $142,382-14.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 18.35% | 345.14%-326.8pp | 282.51%-264.2pp | 217.08%-198.7pp |
| Employer contribution / active EE | $10,389 | $2,854+264.0% | $2,721+281.8% | $4,299+141.7% |
| Participant deferral / active EE | $5,768 | $4,454+29.5% | $4,175+38.2% | $6,507-11.4% |
| Admin fee / account holder | $114,530 | $5,568+1956.8% | $5,349+2041.2% | $12,624+807.3% |