Filed December 7, 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 | $252,754 | $109,359+131.1% | $162,163+55.9% | $72,985+246.3% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 22.49% | 25.46%-3.0pp | 115.59%-93.1pp | 81.00%-58.5pp |
| Employer contribution / active EE | $5,608 | $3,907+43.5% | $5,614-0.1% | $2,440+129.8% |
| Participant deferral / active EE | $8,044 | $5,481+46.8% | $7,298+10.2% | $3,607+123.0% |
| Admin fee / account holder | $16,201 | $7,972+103.2% | $10,843+49.4% | $5,124+216.1% |