Filed September 18, 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 9-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 | $127,934 | $135,635-5.7% | $110,238+16.1% | $135,375-5.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 12.94% | 513.19%-500.2pp | 314.74%-301.8pp | 519.73%-506.8pp |
| Employer contribution / active EE | $2,029 | $4,906-58.6% | $3,826-47.0% | $4,779-57.5% |
| Participant deferral / active EE | $6,068 | $5,506+10.2% | $4,672+29.9% | $5,609+8.2% |
| Admin fee / account holder | $2,272 | $11,457-80.2% | $8,547-73.4% | $10,827-79.0% |