Filed September 17, 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 | $152,523 | $105,181+45.0% | $159,436-4.3% | $85,850+77.7% |
| Participation rate | 82.1% | 75.8%+6.4pp | 82.8%-0.7pp | 69.3%+12.8pp |
| Annual return | 20.20% | 45.07%-24.9pp | 263.57%-243.4pp | 318.53%-298.3pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $8,139 | $5,945+36.9% | $7,352+10.7% | $3,952+106.0% |
| Admin fee / account holder | $2,715 | $6,933-60.8% | $10,799-74.9% | $6,260-56.6% |