Filed December 23, 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 | $99,581 | $46,674+113.4% | $117,472-15.2% | $68,494+45.4% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -4.86% | -14.52%+9.7pp | 29.74%-34.6pp | -7.84%+3.0pp |
| Employer contribution / active EE | $2,477 | $1,505+64.6% | $4,176-40.7% | $2,596-4.6% |
| Participant deferral / active EE | $5,086 | $2,636+92.9% | $4,070+25.0% | $4,027+26.3% |
| Admin fee / account holder | $9,374 | $4,020+133.2% | $5,645+66.1% | $5,403+73.5% |