Filed January 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 | $149,842 | $100,754+48.7% | $86,677+72.9% | $134,475+11.4% |
| Participation rate | 78.3% | 78.9%-0.7pp | 76.6%+1.7pp | 81.2%-3.0pp |
| Annual return | -15.86% | 29.04%-44.9pp | 35.91%-51.8pp | 417.96%-433.8pp |
| Employer contribution / active EE | $0 | $3,489-100.0% | $2,836-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,381 | $5,338-17.9% | $4,656-5.9% | $6,400-31.6% |
| Admin fee / account holder | $3,271 | $10,926-70.1% | $7,493-56.3% | $11,426-71.4% |