Filed December 7, 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 | $136,927 | $180,449-24.1% | $154,107-11.1% | $135,375+1.1% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -4.04% | 888.09%-892.1pp | 735.12%-739.2pp | 519.73%-523.8pp |
| Employer contribution / active EE | $11,179 | $6,035+85.2% | $5,298+111.0% | $4,779+133.9% |
| Participant deferral / active EE | $4,796 | $5,806-17.4% | $5,081-5.6% | $5,609-14.5% |
| Admin fee / account holder | $12,966 | $16,143-19.7% | $13,411-3.3% | $10,827+19.8% |