Filed September 24, 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 | $238,866 | $73,004+227.2% | $90,749+163.2% | $68,494+248.7% |
| Participation rate | 98.6% | 70.8%+27.8pp | 75.7%+23.0pp | 67.9%+30.8pp |
| Annual return | -14.64% | -13.81%-0.8pp | -12.16%-2.5pp | -7.84%-6.8pp |
| Employer contribution / active EE | $3,986 | $2,193+81.8% | $2,921+36.5% | $2,596+53.5% |
| Participant deferral / active EE | $12,494 | $3,627+244.5% | $4,564+173.7% | $4,027+210.2% |
| Admin fee / account holder | $33,884 | $5,896+474.7% | $8,445+301.2% | $5,403+527.2% |