Filed September 24, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $268,971 | $76,367+252.2% | $93,606+187.3% | $72,985+268.5% |
| Participation rate | 98.4% | 71.7%+26.7pp | 75.8%+22.6pp | 69.5%+28.9pp |
| Annual return | 23.31% | 25.82%-2.5pp | 32.76%-9.4pp | 81.00%-57.7pp |
| Employer contribution / active EE | $4,366 | $2,275+91.9% | $2,718+60.6% | $2,440+78.9% |
| Participant deferral / active EE | $12,263 | $3,538+246.6% | $4,069+201.4% | $3,607+239.9% |
| Admin fee / account holder | $11,079 | $6,838+62.0% | $7,888+40.4% | $5,124+116.2% |