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 | $279,521 | $123,793+125.8% | $177,821+57.2% | $79,858+250.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 11.96% | 22.82%-10.9pp | 48.32%-36.4pp | 31.71%-19.8pp |
| Employer contribution / active EE | $6,073 | $4,095+48.3% | $5,918+2.6% | $2,471+145.8% |
| Participant deferral / active EE | $8,727 | $5,956+46.5% | $7,714+13.1% | $3,740+133.3% |
| Admin fee / account holder | $9,141 | $7,243+26.2% | $12,427-26.4% | $5,306+72.3% |