Filed December 15, 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 | $99,977 | $91,190+9.6% | $178,490-44.0% | $79,858+25.2% |
| Participation rate | 75.0% | 69.2%+5.8pp | 81.9%-6.9pp | 69.6%+5.4pp |
| Annual return | 13.75% | 24.19%-10.4pp | 151.07%-137.3pp | 31.71%-18.0pp |
| Employer contribution / active EE | $2,102 | $3,256-35.4% | $5,011-58.0% | $2,471-14.9% |
| Participant deferral / active EE | $3,481 | $3,236+7.6% | $5,202-33.1% | $3,740-6.9% |
| Admin fee / account holder | $13,490 | $6,751+99.8% | $13,984-3.5% | $5,306+154.2% |