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 | $340,859 | $87,733+288.5% | $106,548+219.9% | $85,850+297.0% |
| Participation rate | 95.7% | 71.9%+23.7pp | 76.1%+19.5pp | 69.3%+26.3pp |
| Annual return | 15.48% | 21.86%-6.4pp | 26.80%-11.3pp | 318.53%-303.1pp |
| Employer contribution / active EE | $3,952 | $2,073+90.7% | $2,819+40.2% | $2,565+54.1% |
| Participant deferral / active EE | $11,949 | $3,469+244.4% | $4,398+171.7% | $3,952+202.4% |
| Admin fee / account holder | $4,183 | $6,767-38.2% | $7,407-43.5% | $6,260-33.2% |