Filed December 14, 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 | $243,510 | $105,126+131.6% | $94,646+157.3% | $139,434+74.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 13.67% | 38.03%-24.4pp | 156.71%-143.0pp | 372.94%-359.3pp |
| Employer contribution / active EE | $2,969 | $4,106-27.7% | $3,672-19.2% | $4,751-37.5% |
| Participant deferral / active EE | $5,004 | $7,599-34.2% | $7,418-32.5% | $6,710-25.4% |
| Admin fee / account holder | $20,946 | $8,984+133.1% | $7,231+189.7% | $11,403+83.7% |