Filed September 17, 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 | $97,116 | $72,404+34.1% | $110,238-11.9% | $64,186+51.3% |
| Participation rate | 91.3% | 73.3%+18.0pp | 79.8%+11.5pp | 69.6%+21.7pp |
| Annual return | -7.05% | -6.29%-0.8pp | 314.74%-321.8pp | 7.63%-14.7pp |
| Employer contribution / active EE | $3,534 | $2,282+54.9% | $3,826-7.6% | $2,381+48.4% |
| Participant deferral / active EE | $4,602 | $3,469+32.7% | $4,672-1.5% | $3,470+32.6% |
| Admin fee / account holder | $1,451 | $5,664-74.4% | $8,547-83.0% | $4,888-70.3% |