Filed December 31, 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 | $25,518 | $62,586-59.2% | $76,768-66.8% | $64,186-60.2% |
| Participation rate | 82.1% | 72.8%+9.2pp | 77.0%+5.1pp | 69.6%+12.5pp |
| Annual return | -4.63% | -1.95%-2.7pp | 2.43%-7.1pp | 7.63%-12.3pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,464 | $3,145-53.5% | $3,852-62.0% | $3,470-57.8% |
| Admin fee / account holder | $16,559 | $4,667+254.8% | $6,675+148.1% | $4,888+238.8% |