Filed December 17, 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 | $62,467 | $43,723+42.9% | $121,196-48.5% | $64,186-2.7% |
| Participation rate | 94.5% | 58.3%+36.2pp | 71.7%+22.8pp | 69.6%+25.0pp |
| Annual return | -4.64% | 68.91%-73.5pp | 16.93%-21.6pp | 7.63%-12.3pp |
| Employer contribution / active EE | $2,385 | $1,296+84.0% | $4,022-40.7% | $2,381+0.2% |
| Participant deferral / active EE | $2,407 | $2,280+5.6% | $3,344-28.0% | $3,470-30.6% |
| Admin fee / account holder | $2,512 | $3,501-28.3% | $5,019-50.0% | $4,888-48.6% |