Filed December 21, 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 | $177,844 | $96,635+84.0% | $86,612+105.3% | $139,434+27.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 16.57% | 106.41%-89.8pp | 591.07%-574.5pp | 372.94%-356.4pp |
| Employer contribution / active EE | $15,620 | $3,263+378.7% | $3,022+416.8% | $4,751+228.8% |
| Participant deferral / active EE | $11,065 | $4,836+128.8% | $4,438+149.4% | $6,710+64.9% |
| Admin fee / account holder | $8,167 | $6,408+27.5% | $5,614+45.5% | $11,403-28.4% |