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 | $145,569 | $884,045-83.5% | $453,369-67.9% | $167,490-13.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 78.0%+22.0pp | 82.1%+17.9pp |
| Annual return | 9.60% | 29.49%-19.9pp | 64.40%-54.8pp | 478.56%-469.0pp |
| Employer contribution / active EE | $3,228 | $5,538-41.7% | $4,070-20.7% | $4,837-33.3% |
| Participant deferral / active EE | $3,590 | $7,898-54.5% | $6,209-42.2% | $6,341-43.4% |
| Admin fee / account holder | $68,230 | $22,063+209.3% | $11,209+508.7% | $12,309+454.3% |