Filed December 10, 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 | $188,368 | $817,678-77.0% | $392,568-52.0% | $152,861+23.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.1%+21.9pp | 82.4%+17.6pp |
| Annual return | 19.58% | 22.84%-3.3pp | 24.42%-4.8pp | 345.32%-325.7pp |
| Employer contribution / active EE | $3,780 | $5,502-31.3% | $3,783-0.1% | $4,762-20.6% |
| Participant deferral / active EE | $4,172 | $8,398-50.3% | $5,985-30.3% | $5,850-28.7% |
| Admin fee / account holder | $1,456 | $12,095-88.0% | $6,260-76.7% | $11,596-87.4% |