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 | $46,729 | $167,307-72.1% | $143,757-67.5% | $134,475-65.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 38.70% | 0.46%+38.2pp | -0.04%+38.7pp | 417.96%-379.3pp |
| Employer contribution / active EE | $7,978 | $5,619+42.0% | $4,951+61.1% | $4,740+68.3% |
| Participant deferral / active EE | $7,005 | $6,446+8.7% | $5,637+24.3% | $6,400+9.5% |
| Admin fee / account holder | $617 | $18,088-96.6% | $14,673-95.8% | $11,426-94.6% |