Filed December 29, 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.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,482 | $99,020-11.7% | $86,590+1.0% | $147,584-40.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.78% | 1312.34%-1296.6pp | 964.84%-949.1pp | 578.55%-562.8pp |
| Employer contribution / active EE | $18,034 | $3,132+475.8% | $2,839+535.1% | $4,876+269.8% |
| Participant deferral / active EE | $14,900 | $3,972+275.1% | $3,609+312.9% | $5,439+174.0% |
| Admin fee / account holder | $396 | $5,710-93.1% | $4,906-91.9% | $10,885-96.4% |