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 | $123,302 | $92,703+33.0% | $82,719+49.1% | $134,475-8.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.50% | 944.92%-958.4pp | 701.18%-714.7pp | 417.96%-431.5pp |
| Employer contribution / active EE | $7,766 | $3,274+137.2% | $3,009+158.1% | $4,740+63.9% |
| Participant deferral / active EE | $10,835 | $4,802+125.6% | $4,395+146.5% | $6,400+69.3% |
| Admin fee / account holder | $10,876 | $5,983+81.8% | $5,329+104.1% | $11,426-4.8% |