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 | $111,605 | $110,094+1.4% | $151,611-26.4% | $68,494+62.9% |
| Participation rate | 96.8% | 84.0%+12.8pp | 87.5%+9.3pp | 67.9%+28.9pp |
| Annual return | -12.76% | -10.12%-2.6pp | 3.33%-16.1pp | -7.84%-4.9pp |
| Employer contribution / active EE | $7,780 | $4,471+74.0% | $6,166+26.2% | $2,596+199.7% |
| Participant deferral / active EE | $3,167 | $6,527-51.5% | $8,363-62.1% | $4,027-21.4% |
| Admin fee / account holder | $85,182 | $7,719+1003.6% | $11,616+633.3% | $5,403+1476.7% |