Filed December 17, 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 | $87,743 | $43,723+100.7% | $121,196-27.6% | $64,186+36.7% |
| Participation rate | 87.5% | 58.3%+29.2pp | 71.7%+15.8pp | 69.6%+17.9pp |
| Annual return | -5.14% | 68.91%-74.0pp | 16.93%-22.1pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,824 | $1,296+40.7% | $4,022-54.7% | $2,381-23.4% |
| Participant deferral / active EE | $4,852 | $2,280+112.8% | $3,344+45.1% | $3,470+39.9% |
| Admin fee / account holder | $18,081 | $3,501+416.4% | $5,019+260.2% | $4,888+269.9% |