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 | $85,696 | $175,202-51.1% | $149,673-42.7% | $139,434-38.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.53% | 166.71%-149.2pp | 134.42%-116.9pp | 372.94%-355.4pp |
| Employer contribution / active EE | $10,403 | $5,474+90.0% | $4,818+115.9% | $4,751+119.0% |
| Participant deferral / active EE | $7,740 | $6,519+18.7% | $5,680+36.3% | $6,710+15.4% |
| Admin fee / account holder | $1,903 | $16,150-88.2% | $13,210-85.6% | $11,403-83.3% |