Filed December 21, 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 | $151,757 | $92,222+64.6% | $76,768+97.7% | $135,375+12.1% |
| Participation rate | 85.7% | 79.8%+5.9pp | 77.0%+8.8pp | 82.6%+3.1pp |
| Annual return | -8.57% | 5.46%-14.0pp | 2.43%-11.0pp | 519.73%-528.3pp |
| Employer contribution / active EE | $2,581 | $3,216-19.8% | $2,485+3.8% | $4,779-46.0% |
| Participant deferral / active EE | $9,901 | $4,509+119.6% | $3,852+157.1% | $5,609+76.5% |
| Admin fee / account holder | $7,143 | $10,748-33.5% | $6,675+7.0% | $10,827-34.0% |