Filed December 17, 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 8-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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $321,707 | $47,944+571.0% | $67,834+374.3% | $62,891+411.5% |
| Participation rate | 100.0% | 61.1%+38.9pp | 68.8%+31.2pp | 69.3%+30.7pp |
| Annual return | 6.78% | 11.77%-5.0pp | 138.47%-131.7pp | 20.14%-13.4pp |
| Employer contribution / active EE | $5,966 | $1,562+281.9% | $2,403+148.2% | $2,281+161.6% |
| Participant deferral / active EE | $10,225 | $2,247+355.1% | $3,160+223.6% | $3,203+219.2% |
| Admin fee / account holder | $10,336 | $3,712+178.5% | $4,622+123.6% | $4,296+140.6% |