Filed December 29, 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 | $142,261 | $72,071+97.4% | $68,368+108.1% | $137,256+3.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 21.54% | 353.14%-331.6pp | 292.57%-271.0pp | 220.34%-198.8pp |
| Employer contribution / active EE | $6,025 | $2,788+116.1% | $2,649+127.4% | $4,156+45.0% |
| Participant deferral / active EE | $14,680 | $4,410+232.9% | $4,123+256.1% | $6,407+129.1% |
| Admin fee / account holder | $4,264 | $5,336-20.1% | $5,150-17.2% | $12,270-65.2% |