Filed September 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 | $101,401 | $56,199+80.4% | $67,652+49.9% | $59,632+70.0% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 1.60% | 18505.31%-18503.7pp | 6625.04%-6623.4pp | 2041.28%-2039.7pp |
| Employer contribution / active EE | $1,968 | $1,614+21.9% | $2,266-13.2% | $2,203-10.7% |
| Participant deferral / active EE | $4,841 | $2,844+70.2% | $3,560+36.0% | $3,192+51.7% |
| Admin fee / account holder | $383 | $3,958-90.3% | $4,821-92.1% | $4,297-91.1% |