Filed September 28, 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 | $64,477 | $54,229+18.9% | $70,092-8.0% | $68,494-5.9% |
| Participation rate | 77.8% | 64.5%+13.3pp | 70.5%+7.3pp | 67.9%+9.9pp |
| Annual return | -15.96% | -13.87%-2.1pp | 190.73%-206.7pp | -7.84%-8.1pp |
| Employer contribution / active EE | $2,732 | $2,018+35.4% | $2,559+6.8% | $2,596+5.2% |
| Participant deferral / active EE | $5,251 | $2,956+77.7% | $3,849+36.4% | $4,027+30.4% |
| Admin fee / account holder | $20,045 | $4,694+327.0% | $6,267+219.9% | $5,403+271.0% |