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 | $181,918 | $150,440+20.9% | $136,294+33.5% | $147,584+23.3% |
| Participation rate | 70.6% | 84.4%-13.8pp | 81.9%-11.3pp | 82.8%-12.2pp |
| Annual return | 15.65% | 1049.08%-1033.4pp | 5155.94%-5140.3pp | 578.55%-562.9pp |
| Employer contribution / active EE | $3,203 | $5,256-39.1% | $4,695-31.8% | $4,876-34.3% |
| Participant deferral / active EE | $7,604 | $6,630+14.7% | $6,247+21.7% | $5,439+39.8% |
| Admin fee / account holder | $16,444 | $10,905+50.8% | $9,243+77.9% | $10,885+51.1% |