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 | $225,519 | $138,044+63.4% | $125,339+79.9% | $134,475+67.7% |
| Participation rate | 73.7% | 84.5%-10.8pp | 82.4%-8.7pp | 81.2%-7.5pp |
| Annual return | -1.27% | 750.33%-751.6pp | 572.05%-573.3pp | 417.96%-419.2pp |
| Employer contribution / active EE | $3,683 | $5,243-29.8% | $4,814-23.5% | $4,740-22.3% |
| Participant deferral / active EE | $10,650 | $7,799+36.6% | $7,446+43.0% | $6,400+66.4% |
| Admin fee / account holder | $12,400 | $11,571+7.2% | $10,010+23.9% | $11,426+8.5% |