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 | $643,264 | $73,867+770.8% | $143,757+347.5% | $68,494+839.1% |
| Participation rate | 92.3% | 66.7%+25.7pp | 80.3%+12.0pp | 67.9%+24.4pp |
| Annual return | -16.83% | 1.01%-17.8pp | -0.04%-16.8pp | -7.84%-9.0pp |
| Employer contribution / active EE | $26,994 | $3,184+747.8% | $4,951+445.2% | $2,596+939.7% |
| Participant deferral / active EE | $22,648 | $3,384+569.2% | $5,637+301.8% | $4,027+462.4% |
| Admin fee / account holder | $171,066 | $5,755+2872.7% | $14,673+1065.9% | $5,403+3066.3% |