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 | $13,140 | $104,106-87.4% | $71,086-81.5% | $135,375-90.3% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -6.04% | 1256.30%-1262.3pp | 650.59%-656.6pp | 519.73%-525.8pp |
| Employer contribution / active EE | $1,000 | $1,485-32.7% | $1,088-8.1% | $4,779-79.1% |
| Participant deferral / active EE | $2,069 | $2,527-18.1% | $1,874+10.4% | $5,609-63.1% |
| Admin fee / account holder | $1,255 | $4,142-69.7% | $3,082-59.3% | $10,827-88.4% |