Filed December 5, 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 | $18,070 | $90,320-80.0% | $59,496-69.6% | $125,391-85.6% |
| Participation rate | 78.9% | 68.3%+10.7pp | 54.6%+24.4pp | 83.2%-4.2pp |
| Annual return | -0.74% | 369.13%-369.9pp | 182.05%-182.8pp | 282.22%-283.0pp |
| Employer contribution / active EE | $789 | $1,792-55.9% | $1,153-31.5% | $4,866-83.8% |
| Participant deferral / active EE | $1,742 | $2,716-35.9% | $1,829-4.8% | $5,352-67.5% |
| Admin fee / account holder | $3,879 | $3,063+26.7% | $2,232+73.8% | $9,540-59.3% |