Filed August 11, 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 | $68,306 | $73,004-6.4% | $90,749-24.7% | $68,494-0.3% |
| Participation rate | 72.3% | 70.8%+1.5pp | 75.7%-3.4pp | 67.9%+4.5pp |
| Annual return | -13.64% | -13.81%+0.2pp | -12.16%-1.5pp | -7.84%-5.8pp |
| Employer contribution / active EE | $2,002 | $2,193-8.7% | $2,921-31.4% | $2,596-22.9% |
| Participant deferral / active EE | $3,525 | $3,627-2.8% | $4,564-22.8% | $4,027-12.5% |
| Admin fee / account holder | $11,728 | $5,896+98.9% | $8,445+38.9% | $5,403+117.1% |