Filed October 27, 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 | $11,818 | $84,402-86.0% | $61,373-80.7% | $134,475-91.2% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -13.56% | 584.55%-598.1pp | 338.61%-352.2pp | 417.96%-431.5pp |
| Employer contribution / active EE | $2,333 | $1,544+51.1% | $1,159+101.3% | $4,740-50.8% |
| Participant deferral / active EE | $0 | $2,819-100.0% | $2,125-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,584 | $2,585-38.7% | $2,130-25.6% | $11,426-86.1% |