Filed December 8, 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 | $95,357 | $102,966-7.4% | $90,281+5.6% | $152,861-37.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 23.38% | 95.16%-71.8pp | 78.10%-54.7pp | 345.32%-321.9pp |
| Employer contribution / active EE | $15,066 | $3,139+380.0% | $2,854+427.8% | $4,762+216.4% |
| Participant deferral / active EE | $4,385 | $4,281+2.4% | $3,885+12.9% | $5,850-25.0% |
| Admin fee / account holder | $2,496 | $6,171-59.6% | $5,351-53.4% | $11,596-78.5% |