Filed March 2, 1992 (most recent of 2 filings on file)
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $522,401 | $165,984+214.7% | $164,813+217.0% | $145,922+258.0% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 15.65% | 100.03%-84.4pp | 69.93%-54.3pp | 561.29%-545.6pp |
| Employer contribution / active EE | $621 | $5,273-88.2% | $4,341-85.7% | $4,660-86.7% |
| Participant deferral / active EE | $5,276 | $6,959-24.2% | $6,031-12.5% | $6,688-21.1% |
| Admin fee / account holder | $11,239 | $16,648-32.5% | $12,690-11.4% | $13,397-16.1% |