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 | $34,033 | $77,813-56.3% | $123,544-72.5% | $64,186-47.0% |
| Participation rate | 70.3% | 74.7%-4.4pp | 82.3%-12.0pp | 69.6%+0.7pp |
| Annual return | -6.60% | 12.48%-19.1pp | 119.20%-125.8pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,772 | $3,014-41.2% | $4,628-61.7% | $2,381-25.6% |
| Participant deferral / active EE | $4,932 | $5,240-5.9% | $6,426-23.2% | $3,470+42.1% |
| Admin fee / account holder | $4,998 | $5,519-9.4% | $9,284-46.2% | $4,888+2.2% |