Filed December 18, 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 | $83,810 | $100,041-16.2% | $149,718-44.0% | $70,131+19.5% |
| Participation rate | 94.6% | 83.6%+11.0pp | 87.1%+7.5pp | 69.5%+25.1pp |
| Annual return | 15.15% | 27.43%-12.3pp | 1501.63%-1486.5pp | 73.14%-58.0pp |
| Employer contribution / active EE | $1,581 | $3,662-56.8% | $5,445-71.0% | $2,342-32.5% |
| Participant deferral / active EE | $2,402 | $4,983-51.8% | $6,569-63.4% | $3,332-27.9% |
| Admin fee / account holder | $1,849 | $8,286-77.7% | $11,283-83.6% | $4,645-60.2% |