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 | $309,930 | $87,013+256.2% | $106,213+191.8% | $80,856+283.3% |
| Participation rate | 98.4% | 70.4%+28.0pp | 75.3%+23.1pp | 67.6%+30.8pp |
| Annual return | 13.52% | 17.05%-3.5pp | 116.14%-102.6pp | 35.59%-22.1pp |
| Employer contribution / active EE | $4,636 | $2,395+93.6% | $3,171+46.2% | $2,755+68.3% |
| Participant deferral / active EE | $13,900 | $3,986+248.7% | $5,016+177.1% | $4,296+223.6% |
| Admin fee / account holder | $63,357 | $8,431+651.4% | $11,033+474.2% | $6,918+815.8% |