Filed September 30, 1992 (most recent of 2 filings on file)
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 | $149,225 | $85,202+75.1% | $172,739-13.6% | $72,985+104.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 17.36% | 27.32%-10.0pp | 802.84%-785.5pp | 81.00%-63.6pp |
| Employer contribution / active EE | $8,583 | $3,324+158.2% | $5,143+66.9% | $2,440+251.8% |
| Participant deferral / active EE | $7,630 | $3,260+134.0% | $5,198+46.8% | $3,607+111.5% |
| Admin fee / account holder | $95,604 | $5,884+1524.8% | $13,954+585.1% | $5,124+1765.7% |