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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,203 | $202,432-76.7% | $169,368-72.1% | $139,434-66.1% |
| Participation rate | 83.3% | 81.1%+2.3pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 11.91% | 531.74%-519.8pp | 405.60%-393.7pp | 372.94%-361.0pp |
| Employer contribution / active EE | $1,896 | $4,692-59.6% | $4,013-52.7% | $4,751-60.1% |
| Participant deferral / active EE | $4,140 | $6,938-40.3% | $6,221-33.4% | $6,710-38.3% |
| Admin fee / account holder | $4,413 | $10,708-58.8% | $9,003-51.0% | $11,403-61.3% |