Filed September 25, 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 | $508,934 | $159,901+218.3% | $146,958+246.3% | $145,922+248.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.22% | 98.13%-83.9pp | 418.34%-404.1pp | 561.29%-547.1pp |
| Employer contribution / active EE | $2,462 | $5,286-53.4% | $4,933-50.1% | $4,660-47.2% |
| Participant deferral / active EE | $7,445 | $8,428-11.7% | $8,070-7.7% | $6,688+11.3% |
| Admin fee / account holder | $53,678 | $15,044+256.8% | $12,998+313.0% | $13,397+300.7% |