Filed September 21, 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 | $76,766 | $152,509-49.7% | $117,472-34.7% | $134,475-42.9% |
| Participation rate | 89.5% | 77.1%+12.4pp | 70.6%+18.9pp | 81.2%+8.3pp |
| Annual return | -18.39% | 52.99%-71.4pp | 29.74%-48.1pp | 417.96%-436.4pp |
| Employer contribution / active EE | $3,155 | $5,571-43.4% | $4,176-24.5% | $4,740-33.4% |
| Participant deferral / active EE | $5,281 | $4,818+9.6% | $4,070+29.7% | $6,400-17.5% |
| Admin fee / account holder | $946 | $7,004-86.5% | $5,645-83.2% | $11,426-91.7% |