Filed December 16, 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 | $58,412 | $202,432-71.1% | $169,368-65.5% | $139,434-58.1% |
| Participation rate | 93.3% | 81.1%+12.3pp | 77.1%+16.2pp | 80.3%+13.0pp |
| Annual return | 17.33% | 531.74%-514.4pp | 405.60%-388.3pp | 372.94%-355.6pp |
| Employer contribution / active EE | $3,122 | $4,692-33.5% | $4,013-22.2% | $4,751-34.3% |
| Participant deferral / active EE | $3,829 | $6,938-44.8% | $6,221-38.5% | $6,710-42.9% |
| Admin fee / account holder | $5,199 | $10,708-51.4% | $9,003-42.3% | $11,403-54.4% |