Filed December 30, 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 | $146,322 | $100,041+46.3% | $149,718-2.3% | $70,131+108.6% |
| Participation rate | 96.6% | 83.6%+13.0pp | 87.1%+9.5pp | 69.5%+27.0pp |
| Annual return | 13.78% | 27.43%-13.6pp | 1501.63%-1487.8pp | 73.14%-59.4pp |
| Employer contribution / active EE | $7,266 | $3,662+98.4% | $5,445+33.4% | $2,342+210.2% |
| Participant deferral / active EE | $3,643 | $4,983-26.9% | $6,569-44.5% | $3,332+9.3% |
| Admin fee / account holder | $7,119 | $8,286-14.1% | $11,283-36.9% | $4,645+53.2% |