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 | $269,137 | $79,944+236.7% | $98,439+173.4% | $75,163+258.1% |
| Participation rate | 98.5% | 70.4%+28.2pp | 75.2%+23.4pp | 67.2%+31.3pp |
| Annual return | 16.73% | 19.75%-3.0pp | 21.16%-4.4pp | 160.62%-143.9pp |
| Employer contribution / active EE | $4,508 | $2,264+99.1% | $3,048+47.9% | $2,670+68.9% |
| Participant deferral / active EE | $14,147 | $3,752+277.0% | $4,738+198.6% | $4,125+242.9% |
| Admin fee / account holder | $21,517 | $6,840+214.6% | $8,948+140.5% | $5,651+280.8% |