Filed December 29, 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 | $66,168 | $94,529-30.0% | $140,016-52.7% | $64,186+3.1% |
| Participation rate | 79.1% | 84.1%-5.0pp | 87.5%-8.4pp | 69.6%+9.5pp |
| Annual return | -5.22% | 7.77%-13.0pp | 651.12%-656.3pp | 7.63%-12.9pp |
| Employer contribution / active EE | $2,083 | $3,812-45.4% | $5,606-62.8% | $2,381-12.5% |
| Participant deferral / active EE | $2,933 | $5,250-44.1% | $6,927-57.7% | $3,470-15.5% |
| Admin fee / account holder | $7,250 | $6,741+7.6% | $10,705-32.3% | $4,888+48.3% |