Filed December 28, 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 | $43,156 | $49,173-12.2% | $121,098-64.4% | $75,163-42.6% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 14.90% | 55.99%-41.1pp | 985.75%-970.8pp | 160.62%-145.7pp |
| Employer contribution / active EE | $1,910 | $1,546+23.6% | $4,164-54.1% | $2,670-28.4% |
| Participant deferral / active EE | $1,998 | $2,628-24.0% | $4,080-51.0% | $4,125-51.6% |
| Admin fee / account holder | $2,951 | $3,942-25.1% | $5,644-47.7% | $5,651-47.8% |