Filed December 7, 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 | $50,472 | $152,509-66.9% | $117,472-57.0% | $134,475-62.5% |
| Participation rate | 90.9% | 77.1%+13.8pp | 70.6%+20.3pp | 81.2%+9.7pp |
| Annual return | -18.18% | 52.99%-71.2pp | 29.74%-47.9pp | 417.96%-436.1pp |
| Employer contribution / active EE | $1,370 | $5,571-75.4% | $4,176-67.2% | $4,740-71.1% |
| Participant deferral / active EE | $2,679 | $4,818-44.4% | $4,070-34.2% | $6,400-58.1% |
| Admin fee / account holder | $4,648 | $7,004-33.6% | $5,645-17.7% | $11,426-59.3% |