Filed September 25, 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 | $245,171 | $73,867+231.9% | $143,757+70.5% | $68,494+257.9% |
| Participation rate | 88.2% | 66.7%+21.6pp | 80.3%+7.9pp | 67.9%+20.3pp |
| Annual return | -8.33% | 1.01%-9.3pp | -0.04%-8.3pp | -7.84%-0.5pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $958 | $3,384-71.7% | $5,637-83.0% | $4,027-76.2% |
| Admin fee / account holder | $516 | $5,755-91.0% | $14,673-96.5% | $5,403-90.4% |