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 | $629,357 | $104,664+501.3% | $85,682+634.5% | $167,490+275.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 13.10% | 21.45%-8.3pp | 21.49%-8.4pp | 478.56%-465.5pp |
| Employer contribution / active EE | $6,969 | $3,337+108.8% | $2,618+166.2% | $4,837+44.1% |
| Participant deferral / active EE | $13,568 | $4,824+181.2% | $3,923+245.9% | $6,341+114.0% |
| Admin fee / account holder | $20,907 | $10,032+108.4% | $6,873+204.2% | $12,309+69.9% |