Filed December 15, 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 | $76,314 | $185,200-58.8% | $142,863-46.6% | $167,490-54.4% |
| Participation rate | 87.5% | 78.4%+9.1pp | 71.9%+15.6pp | 82.1%+5.4pp |
| Annual return | 10.43% | 8555.70%-8545.3pp | 5637.54%-5627.1pp | 478.56%-468.1pp |
| Employer contribution / active EE | $2,627 | $5,604-53.1% | $4,144-36.6% | $4,837-45.7% |
| Participant deferral / active EE | $4,884 | $4,494+8.7% | $3,837+27.3% | $6,341-23.0% |
| Admin fee / account holder | $5,622 | $8,031-30.0% | $6,560-14.3% | $12,309-54.3% |