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 | $175,968 | $105,860+66.2% | $90,749+93.9% | $134,475+30.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -19.16% | -11.01%-8.2pp | -12.16%-7.0pp | 417.96%-437.1pp |
| Employer contribution / active EE | $6,423 | $3,462+85.5% | $2,921+119.9% | $4,740+35.5% |
| Participant deferral / active EE | $7,951 | $5,216+52.5% | $4,564+74.2% | $6,400+24.2% |
| Admin fee / account holder | $5,737 | $13,938-58.8% | $8,445-32.1% | $11,426-49.8% |