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 | $222,935 | $85,202+161.7% | $172,739+29.1% | $72,985+205.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 24.84% | 27.32%-2.5pp | 802.84%-778.0pp | 81.00%-56.2pp |
| Employer contribution / active EE | $8,057 | $3,324+142.4% | $5,143+56.7% | $2,440+230.2% |
| Participant deferral / active EE | $5,413 | $3,260+66.0% | $5,198+4.2% | $3,607+50.1% |
| Admin fee / account holder | $3,061 | $5,884-48.0% | $13,954-78.1% | $5,124-40.3% |