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 | $86,465 | $169,032-48.8% | $129,207-33.1% | $145,922-40.7% |
| Participation rate | 75.0% | 76.4%-1.4pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 18.23% | 14330.11%-14311.9pp | 9417.33%-9399.1pp | 561.29%-543.1pp |
| Employer contribution / active EE | $3,226 | $5,537-41.7% | $4,153-22.3% | $4,660-30.8% |
| Participant deferral / active EE | $9,054 | $4,987+81.5% | $4,168+117.2% | $6,688+35.4% |
| Admin fee / account holder | $864 | $9,954-91.3% | $7,715-88.8% | $13,397-93.6% |