Filed December 21, 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 | $453,537 | $197,591+129.5% | $177,821+155.1% | $158,922+185.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.54% | 58.76%-44.2pp | 48.32%-33.8pp | 302.83%-288.3pp |
| Employer contribution / active EE | $14,095 | $6,697+110.5% | $5,918+138.2% | $4,761+196.1% |
| Participant deferral / active EE | $21,495 | $8,405+155.8% | $7,714+178.7% | $5,982+259.3% |
| Admin fee / account holder | $4,857 | $15,399-68.5% | $12,427-60.9% | $11,246-56.8% |