Filed December 18, 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 | $49,484 | $54,350-9.0% | $82,719-40.2% | $68,494-27.8% |
| Participation rate | 87.1% | 63.9%+23.2pp | 72.6%+14.5pp | 67.9%+19.2pp |
| Annual return | -13.98% | -13.67%-0.3pp | 701.18%-715.2pp | -7.84%-6.1pp |
| Employer contribution / active EE | $5,888 | $2,218+165.5% | $3,009+95.7% | $2,596+126.8% |
| Participant deferral / active EE | $9,182 | $3,246+182.9% | $4,395+108.9% | $4,027+128.0% |
| Admin fee / account holder | $14,961 | $4,395+240.4% | $5,329+180.7% | $5,403+176.9% |