Filed December 31, 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 | $45,244 | $49,173-8.0% | $121,098-62.6% | $75,163-39.8% |
| Participation rate | 86.4% | 55.4%+31.0pp | 69.5%+16.9pp | 67.2%+19.2pp |
| Annual return | 14.44% | 55.99%-41.6pp | 985.75%-971.3pp | 160.62%-146.2pp |
| Employer contribution / active EE | $1,320 | $1,546-14.6% | $4,164-68.3% | $2,670-50.5% |
| Participant deferral / active EE | $3,293 | $2,628+25.3% | $4,080-19.3% | $4,125-20.2% |
| Admin fee / account holder | $4,580 | $3,942+16.2% | $5,644-18.9% | $5,651-18.9% |