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 | $133,956 | $165,984-19.3% | $164,813-18.7% | $145,922-8.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.91% | 100.03%-84.1pp | 69.93%-54.0pp | 561.29%-545.4pp |
| Employer contribution / active EE | $3,115 | $5,273-40.9% | $4,341-28.2% | $4,660-33.2% |
| Participant deferral / active EE | $10,058 | $6,959+44.5% | $6,031+66.8% | $6,688+50.4% |
| Admin fee / account holder | $33,640 | $16,648+102.1% | $12,690+165.1% | $13,397+151.1% |