Filed June 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 | $21,689 | $87,540-75.2% | $75,781-71.4% | $125,391-82.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -3.43% | 13.48%-16.9pp | 9.68%-13.1pp | 282.22%-285.7pp |
| Employer contribution / active EE | $1,618 | $3,930-58.8% | $3,323-51.3% | $4,866-66.8% |
| Participant deferral / active EE | $3,019 | $4,229-28.6% | $3,651-17.3% | $5,352-43.6% |
| Admin fee / account holder | $447 | $6,502-93.1% | $5,299-91.6% | $9,540-95.3% |