Filed May 29, 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 | $65,796 | $96,635-31.9% | $86,612-24.0% | $139,434-52.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 14.06% | 106.41%-92.4pp | 591.07%-577.0pp | 372.94%-358.9pp |
| Employer contribution / active EE | $9,066 | $3,263+177.8% | $3,022+199.9% | $4,751+90.8% |
| Participant deferral / active EE | $4,211 | $4,836-12.9% | $4,438-5.1% | $6,710-37.2% |
| Admin fee / account holder | $679 | $6,408-89.4% | $5,614-87.9% | $11,403-94.0% |