Filed December 30, 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 | $46,121 | $101,069-54.4% | $81,478-43.4% | $147,584-68.7% |
| Participation rate | 76.2% | 74.5%+1.7pp | 68.0%+8.2pp | 82.8%-6.6pp |
| Annual return | 9.54% | 32.40%-22.9pp | 38.78%-29.2pp | 578.55%-569.0pp |
| Employer contribution / active EE | $1,984 | $3,205-38.1% | $2,568-22.7% | $4,876-59.3% |
| Participant deferral / active EE | $4,558 | $4,242+7.5% | $3,537+28.9% | $5,439-16.2% |
| Admin fee / account holder | $37,680 | $5,812+548.3% | $4,561+726.1% | $10,885+246.2% |