Filed December 5, 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 | $13,145 | $107,015-87.7% | $73,545-82.1% | $147,584-91.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 12.88% | 38.25%-25.4pp | -15.16%+28.0pp | 578.55%-565.7pp |
| Employer contribution / active EE | $1,000 | $1,760-43.2% | $1,219-18.0% | $4,876-79.5% |
| Participant deferral / active EE | $2,162 | $2,462-12.2% | $1,806+19.7% | $5,439-60.3% |
| Admin fee / account holder | $7,161 | $3,055+134.4% | $2,320+208.7% | $10,885-34.2% |