Filed December 2, 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 | $39,976 | $171,865-76.7% | $149,718-73.3% | $147,584-72.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.27% | 2113.22%-2096.9pp | 1501.63%-1485.4pp | 578.55%-562.3pp |
| Employer contribution / active EE | $2,130 | $6,275-66.1% | $5,445-60.9% | $4,876-56.3% |
| Participant deferral / active EE | $3,389 | $7,271-53.4% | $6,569-48.4% | $5,439-37.7% |
| Admin fee / account holder | $5,236 | $13,799-62.1% | $11,283-53.6% | $10,885-51.9% |