Filed December 4, 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 | $135,500 | $73,004+85.6% | $90,749+49.3% | $68,494+97.8% |
| Participation rate | 92.3% | 70.8%+21.5pp | 75.7%+16.6pp | 67.9%+24.4pp |
| Annual return | -18.57% | -13.81%-4.8pp | -12.16%-6.4pp | -7.84%-10.7pp |
| Employer contribution / active EE | $3,803 | $2,193+73.4% | $2,921+30.2% | $2,596+46.5% |
| Participant deferral / active EE | $9,215 | $3,627+154.1% | $4,564+101.9% | $4,027+128.8% |
| Admin fee / account holder | $8,142 | $5,896+38.1% | $8,445-3.6% | $5,403+50.7% |