Filed December 30, 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 | $158,245 | $160,055-1.1% | $140,016+13.0% | $135,375+16.9% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.5%+3.4pp | 82.6%+8.3pp |
| Annual return | -2.28% | 911.38%-913.7pp | 651.12%-653.4pp | 519.73%-522.0pp |
| Employer contribution / active EE | $4,670 | $6,420-27.3% | $5,606-16.7% | $4,779-2.3% |
| Participant deferral / active EE | $5,730 | $7,642-25.0% | $6,927-17.3% | $5,609+2.2% |
| Admin fee / account holder | $8,718 | $13,328-34.6% | $10,705-18.6% | $10,827-19.5% |