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 | $405,895 | $167,484+142.3% | $151,611+167.7% | $134,475+201.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.81% | 7.80%-24.6pp | 3.33%-20.1pp | 417.96%-434.8pp |
| Employer contribution / active EE | $12,985 | $6,829+90.1% | $6,166+110.6% | $4,740+174.0% |
| Participant deferral / active EE | $20,235 | $8,986+125.2% | $8,363+141.9% | $6,400+216.2% |
| Admin fee / account holder | $13,773 | $13,783-0.1% | $11,616+18.6% | $11,426+20.5% |