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 | $44,391 | $95,193-53.4% | $76,523-42.0% | $135,375-67.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -5.32% | 4.85%-10.2pp | -0.27%-5.1pp | 519.73%-525.1pp |
| Employer contribution / active EE | $1,570 | $3,302-52.5% | $2,647-40.7% | $4,779-67.2% |
| Participant deferral / active EE | $5,210 | $4,639+12.3% | $3,835+35.8% | $5,609-7.1% |
| Admin fee / account holder | $1,211 | $6,249-80.6% | $4,848-75.0% | $10,827-88.8% |