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 | $206,375 | $84,233+145.0% | $170,442+21.1% | $70,131+194.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 18.98% | 23.06%-4.1pp | 205.93%-187.0pp | 73.14%-54.2pp |
| Employer contribution / active EE | $9,806 | $3,387+189.5% | $5,433+80.5% | $2,342+318.6% |
| Participant deferral / active EE | $4,956 | $3,086+60.6% | $4,939+0.3% | $3,332+48.8% |
| Admin fee / account holder | $3,000 | $5,698-47.4% | $13,880-78.4% | $4,645-35.4% |