Filed December 18, 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 | $32,384 | $73,004-55.6% | $90,749-64.3% | $68,494-52.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -15.03% | -13.81%-1.2pp | -12.16%-2.9pp | -7.84%-7.2pp |
| Employer contribution / active EE | $3,929 | $2,193+79.2% | $2,921+34.5% | $2,596+51.3% |
| Participant deferral / active EE | $2,065 | $3,627-43.1% | $4,564-54.8% | $4,027-48.7% |
| Admin fee / account holder | $755 | $5,896-87.2% | $8,445-91.1% | $5,403-86.0% |