Filed September 18, 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 | $198,450 | $73,004+171.8% | $90,749+118.7% | $68,494+189.7% |
| Participation rate | 95.9% | 70.8%+25.1pp | 75.7%+20.2pp | 67.9%+28.0pp |
| Annual return | -15.89% | -13.81%-2.1pp | -12.16%-3.7pp | -7.84%-8.0pp |
| Employer contribution / active EE | $2,696 | $2,193+22.9% | $2,921-7.7% | $2,596+3.8% |
| Participant deferral / active EE | $6,332 | $3,627+74.6% | $4,564+38.7% | $4,027+57.2% |
| Admin fee / account holder | $23,653 | $5,896+301.2% | $8,445+180.1% | $5,403+337.8% |