Filed December 31, 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 | $59,385 | $60,124-1.2% | $90,404-34.3% | $79,858-25.6% |
| Participation rate | 76.8% | 65.0%+11.8pp | 72.7%+4.1pp | 69.6%+7.2pp |
| Annual return | 16.10% | 71.94%-55.8pp | 1293.02%-1276.9pp | 31.71%-15.6pp |
| Employer contribution / active EE | $1,912 | $2,068-7.5% | $3,262-41.4% | $2,471-22.6% |
| Participant deferral / active EE | $3,796 | $2,938+29.2% | $3,963-4.2% | $3,740+1.5% |
| Admin fee / account holder | $3,109 | $3,976-21.8% | $5,611-44.6% | $5,306-41.4% |