Filed December 18, 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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $264,828 | $132,634+99.7% | $115,768+128.8% | $137,256+92.9% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.4%+0.6pp | 80.0%-5.0pp |
| Annual return | 13.16% | 160.70%-147.5pp | 100.46%-87.3pp | 220.34%-207.2pp |
| Employer contribution / active EE | $754 | $3,360-77.6% | $2,940-74.4% | $4,156-81.9% |
| Participant deferral / active EE | $2,445 | $5,619-56.5% | $4,917-50.3% | $6,407-61.8% |
| Admin fee / account holder | $8,805 | $15,028-41.4% | $12,439-29.2% | $12,270-28.2% |