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 | $308,765 | $137,414+124.7% | $189,513+62.9% | $85,850+259.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 18.83% | 38.14%-19.3pp | 555.15%-536.3pp | 318.53%-299.7pp |
| Employer contribution / active EE | $6,188 | $4,344+42.4% | $6,162+0.4% | $2,565+141.2% |
| Participant deferral / active EE | $9,087 | $6,260+45.2% | $8,221+10.5% | $3,952+130.0% |
| Admin fee / account holder | $30,737 | $8,630+256.2% | $12,045+155.2% | $6,260+391.0% |