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 | $347,617 | $94,625+267.4% | $116,228+199.1% | $84,808+309.9% |
| Participation rate | 98.3% | 70.4%+27.9pp | 74.6%+23.8pp | 68.3%+30.0pp |
| Annual return | 13.41% | 20.40%-7.0pp | 90.06%-76.6pp | 40.90%-27.5pp |
| Employer contribution / active EE | $4,842 | $2,347+106.3% | $2,994+61.7% | $2,631+84.0% |
| Participant deferral / active EE | $14,688 | $3,972+269.8% | $4,953+196.5% | $4,212+248.7% |
| Admin fee / account holder | $34,985 | $10,091+246.7% | $11,989+191.8% | $7,344+376.4% |