Filed December 23, 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 | $52,235 | $158,817-67.1% | $121,196-56.9% | $135,375-61.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -5.39% | -0.64%-4.8pp | 16.93%-22.3pp | 519.73%-525.1pp |
| Employer contribution / active EE | $3,058 | $5,665-46.0% | $4,022-24.0% | $4,779-36.0% |
| Participant deferral / active EE | $4,327 | $4,005+8.0% | $3,344+29.4% | $5,609-22.9% |
| Admin fee / account holder | $9,124 | $6,512+40.1% | $5,019+81.8% | $10,827-15.7% |