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 | $582,637 | $179,726+224.2% | $156,263+272.9% | $142,382+309.2% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.9%+8.6pp | 80.1%+7.4pp |
| Annual return | 13.20% | 77.86%-64.7pp | 59.47%-46.3pp | 217.08%-203.9pp |
| Employer contribution / active EE | $599 | $5,069-88.2% | $4,333-86.2% | $4,299-86.1% |
| Participant deferral / active EE | $5,193 | $6,956-25.3% | $6,158-15.7% | $6,507-20.2% |
| Admin fee / account holder | $15,102 | $17,272-12.6% | $14,255+5.9% | $12,624+19.6% |