Filed December 22, 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 | $113,116 | $152,509-25.8% | $117,472-3.7% | $134,475-15.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -19.83% | 52.99%-72.8pp | 29.74%-49.6pp | 417.96%-437.8pp |
| Employer contribution / active EE | $1,436 | $5,571-74.2% | $4,176-65.6% | $4,740-69.7% |
| Participant deferral / active EE | $5,629 | $4,818+16.8% | $4,070+38.3% | $6,400-12.0% |
| Admin fee / account holder | $34,141 | $7,004+387.5% | $5,645+504.8% | $11,426+198.8% |