Filed December 29, 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 | $752,477 | $198,466+279.1% | $170,442+341.5% | $147,584+409.9% |
| Participation rate | 91.7% | 88.0%+3.7pp | 83.6%+8.1pp | 82.8%+8.8pp |
| Annual return | 15.18% | 257.29%-242.1pp | 205.93%-190.7pp | 578.55%-563.4pp |
| Employer contribution / active EE | $19,694 | $6,184+218.5% | $5,433+262.5% | $4,876+303.9% |
| Participant deferral / active EE | $15,857 | $5,629+181.7% | $4,939+221.0% | $5,439+191.6% |
| Admin fee / account holder | $56,917 | $16,852+237.8% | $13,880+310.1% | $10,885+422.9% |