Filed October 19, 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 | $178,071 | $138,044+29.0% | $125,339+42.1% | $134,475+32.4% |
| Participation rate | 84.2% | 84.5%-0.3pp | 82.4%+1.8pp | 81.2%+3.0pp |
| Annual return | -14.78% | 750.33%-765.1pp | 572.05%-586.8pp | 417.96%-432.7pp |
| Employer contribution / active EE | $1,217 | $5,243-76.8% | $4,814-74.7% | $4,740-74.3% |
| Participant deferral / active EE | $4,926 | $7,799-36.8% | $7,446-33.9% | $6,400-23.0% |
| Admin fee / account holder | $30,873 | $11,571+166.8% | $10,010+208.4% | $11,426+170.2% |