Filed September 28, 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 | $204,715 | $54,350+276.7% | $82,719+147.5% | $68,494+198.9% |
| Participation rate | 73.1% | 63.9%+9.2pp | 72.6%+0.5pp | 67.9%+5.2pp |
| Annual return | -16.03% | -13.67%-2.4pp | 701.18%-717.2pp | -7.84%-8.2pp |
| Employer contribution / active EE | $2,085 | $2,218-6.0% | $3,009-30.7% | $2,596-19.7% |
| Participant deferral / active EE | $6,617 | $3,246+103.8% | $4,395+50.6% | $4,027+64.3% |
| Admin fee / account holder | $15,397 | $4,395+250.3% | $5,329+188.9% | $5,403+185.0% |