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 | $107,075 | $158,398-32.4% | $126,539-15.4% | $142,382-24.8% |
| Participation rate | 80.0% | 75.8%+4.2pp | 69.8%+10.2pp | 80.1%-0.1pp |
| Annual return | 23.60% | 593.76%-570.2pp | 425.95%-402.3pp | 217.08%-193.5pp |
| Employer contribution / active EE | $4,169 | $4,650-10.3% | $3,674+13.5% | $4,299-3.0% |
| Participant deferral / active EE | $7,273 | $4,767+52.6% | $4,083+78.1% | $6,507+11.8% |
| Admin fee / account holder | $1,808 | $6,918-73.9% | $6,065-70.2% | $12,624-85.7% |