Filed December 8, 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 | $86,641 | $92,703-6.5% | $82,719+4.7% | $134,475-35.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.02% | 944.92%-959.9pp | 701.18%-716.2pp | 417.96%-433.0pp |
| Employer contribution / active EE | $8,790 | $3,274+168.5% | $3,009+192.1% | $4,740+85.5% |
| Participant deferral / active EE | $3,915 | $4,802-18.5% | $4,395-10.9% | $6,400-38.8% |
| Admin fee / account holder | $40,591 | $5,983+578.5% | $5,329+661.7% | $11,426+255.3% |