Filed December 29, 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 | $39,002 | $190,805-79.6% | $159,960-75.6% | $134,475-71.0% |
| Participation rate | 81.8% | 81.9%-0.1pp | 78.0%+3.9pp | 81.2%+0.6pp |
| Annual return | -13.06% | 552.23%-565.3pp | 408.60%-421.7pp | 417.96%-431.0pp |
| Employer contribution / active EE | $1,908 | $4,995-61.8% | $4,226-54.9% | $4,740-59.7% |
| Participant deferral / active EE | $4,024 | $6,923-41.9% | $6,182-34.9% | $6,400-37.1% |
| Admin fee / account holder | $3,008 | $10,471-71.3% | $8,698-65.4% | $11,426-73.7% |