Filed December 22, 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 | $35,126 | $44,103-20.4% | $75,826-53.7% | $64,186-45.3% |
| Participation rate | 89.7% | 62.7%+27.0pp | 68.2%+21.5pp | 69.6%+20.1pp |
| Annual return | -5.31% | -4.72%-0.6pp | 1914.15%-1919.5pp | 7.63%-12.9pp |
| Employer contribution / active EE | $2,086 | $1,446+44.3% | $1,913+9.0% | $2,381-12.4% |
| Participant deferral / active EE | $3,445 | $2,204+56.3% | $2,862+20.3% | $3,470-0.7% |
| Admin fee / account holder | $2,495 | $3,506-28.8% | $4,726-47.2% | $4,888-49.0% |