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 | $236,819 | $755,339-68.6% | $379,746-37.6% | $158,922+49.0% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 13.71% | 53.41%-39.7pp | 34.90%-21.2pp | 302.83%-289.1pp |
| Employer contribution / active EE | $3,055 | $4,685-34.8% | $3,540-13.7% | $4,761-35.8% |
| Participant deferral / active EE | $3,681 | $7,938-53.6% | $6,024-38.9% | $5,982-38.5% |
| Admin fee / account holder | $20,026 | $14,482+38.3% | $7,927+152.6% | $11,246+78.1% |