Filed December 3, 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 | $142,530 | $32,117+343.8% | $71,086+100.5% | $64,186+122.1% |
| Participation rate | 90.0% | 42.7%+47.3pp | 54.7%+35.3pp | 69.6%+20.4pp |
| Annual return | -3.60% | -5.57%+2.0pp | 650.59%-654.2pp | 7.63%-11.2pp |
| Employer contribution / active EE | $5,872 | $712+724.4% | $1,088+439.8% | $2,381+146.6% |
| Participant deferral / active EE | $7,150 | $1,263+466.1% | $1,874+281.5% | $3,470+106.1% |
| Admin fee / account holder | $15,685 | $2,759+468.5% | $3,082+408.8% | $4,888+220.9% |