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 | $103,209 | $160,055-35.5% | $140,016-26.3% | $135,375-23.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -2.32% | 911.38%-913.7pp | 651.12%-653.4pp | 519.73%-522.1pp |
| Employer contribution / active EE | $1,678 | $6,420-73.9% | $5,606-70.1% | $4,779-64.9% |
| Participant deferral / active EE | $5,807 | $7,642-24.0% | $6,927-16.2% | $5,609+3.5% |
| Admin fee / account holder | $23,938 | $13,328+79.6% | $10,705+123.6% | $10,827+121.1% |