Filed December 28, 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 | $214,790 | $98,750+117.5% | $149,696+43.5% | $79,858+169.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 12.79% | 27.43%-14.6pp | 276.60%-263.8pp | 31.71%-18.9pp |
| Employer contribution / active EE | $5,529 | $3,216+71.9% | $4,644+19.0% | $2,471+123.8% |
| Participant deferral / active EE | $9,127 | $5,680+60.7% | $6,842+33.4% | $3,740+144.0% |
| Admin fee / account holder | $11,734 | $6,053+93.9% | $9,309+26.1% | $5,306+121.1% |