Filed December 7, 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 | $38,904 | $217,402-82.1% | $185,823-79.1% | $167,490-76.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.99% | 148.36%-134.4pp | 122.05%-108.1pp | 478.56%-464.6pp |
| Employer contribution / active EE | $8,850 | $5,873+50.7% | $5,167+71.3% | $4,837+82.9% |
| Participant deferral / active EE | $8,482 | $6,356+33.4% | $5,568+52.3% | $6,341+33.8% |
| Admin fee / account holder | $24,956 | $19,811+26.0% | $16,237+53.7% | $12,309+102.7% |