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 | $560,827 | $102,616+446.5% | $81,983+584.1% | $158,922+252.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 15.33% | 61.04%-45.7pp | 41.31%-26.0pp | 302.83%-287.5pp |
| Employer contribution / active EE | $7,455 | $3,240+130.1% | $2,498+198.4% | $4,761+56.6% |
| Participant deferral / active EE | $13,776 | $4,648+196.4% | $3,722+270.1% | $5,982+130.3% |
| Admin fee / account holder | $27,591 | $8,235+235.1% | $5,664+387.2% | $11,246+145.3% |