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 | $211,612 | $104,475+102.5% | $159,436+32.7% | $79,386+166.6% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 14.56% | 67.95%-53.4pp | 263.57%-249.0pp | 116.85%-102.3pp |
| Employer contribution / active EE | $5,264 | $3,417+54.1% | $4,829+9.0% | $2,427+116.9% |
| Participant deferral / active EE | $9,372 | $6,467+44.9% | $7,352+27.5% | $4,046+131.7% |
| Admin fee / account holder | $2,622 | $711+268.6% | $10,799-75.7% | $626+318.5% |