Filed December 16, 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 | $46,883 | $190,805-75.4% | $159,960-70.7% | $134,475-65.1% |
| Participation rate | 87.5% | 81.9%+5.6pp | 78.0%+9.5pp | 81.2%+6.3pp |
| Annual return | -14.67% | 552.23%-566.9pp | 408.60%-423.3pp | 417.96%-432.6pp |
| Employer contribution / active EE | $2,637 | $4,995-47.2% | $4,226-37.6% | $4,740-44.4% |
| Participant deferral / active EE | $3,001 | $6,923-56.7% | $6,182-51.5% | $6,400-53.1% |
| Admin fee / account holder | $13,401 | $10,471+28.0% | $8,698+54.1% | $11,426+17.3% |