Filed December 23, 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 | $117,051 | $48,274+142.5% | $63,517+84.3% | $59,632+96.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.0%+29.0pp | 68.7%+31.3pp |
| Annual return | 0.67% | -240.79%+241.5pp | -70.30%+71.0pp | 2041.28%-2040.6pp |
| Employer contribution / active EE | $5,036 | $1,586+217.5% | $2,322+116.9% | $2,203+128.6% |
| Participant deferral / active EE | $6,911 | $2,343+195.0% | $2,953+134.0% | $3,192+116.5% |
| Admin fee / account holder | $1,644 | $3,600-54.3% | $5,892-72.1% | $4,297-61.7% |