Filed July 21, 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 | $116,547 | $56,199+107.4% | $67,652+72.3% | $59,632+95.4% |
| Participation rate | 88.3% | 71.5%+16.9pp | 75.7%+12.7pp | 68.7%+19.7pp |
| Annual return | 5.58% | 18505.31%-18499.7pp | 6625.04%-6619.5pp | 2041.28%-2035.7pp |
| Employer contribution / active EE | $3,198 | $1,614+98.1% | $2,266+41.2% | $2,203+45.2% |
| Participant deferral / active EE | $6,816 | $2,844+139.7% | $3,560+91.5% | $3,192+113.6% |
| Admin fee / account holder | $11,658 | $3,958+194.5% | $4,821+141.8% | $4,297+171.3% |