Filed December 28, 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 | $149,743 | $99,032+51.2% | $80,019+87.1% | $135,375+10.6% |
| Participation rate | 95.0% | 78.4%+16.6pp | 75.8%+19.2pp | 82.6%+12.4pp |
| Annual return | -4.07% | 15.39%-19.5pp | 11.22%-15.3pp | 519.73%-523.8pp |
| Employer contribution / active EE | $3,849 | $3,043+26.5% | $2,468+56.0% | $4,779-19.4% |
| Participant deferral / active EE | $5,697 | $4,282+33.0% | $3,686+54.6% | $5,609+1.6% |
| Admin fee / account holder | $27,566 | $10,436+164.2% | $6,521+322.7% | $10,827+154.6% |