Filed September 24, 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 | $381,292 | $65,409+482.9% | $98,442+287.3% | $85,850+344.1% |
| Participation rate | 98.4% | 65.0%+33.4pp | 73.3%+25.1pp | 69.3%+29.1pp |
| Annual return | 15.85% | 21.76%-5.9pp | 1492.73%-1476.9pp | 318.53%-302.7pp |
| Employer contribution / active EE | $7,829 | $2,168+261.2% | $2,960+164.5% | $2,565+205.2% |
| Participant deferral / active EE | $14,272 | $3,166+350.7% | $4,276+233.7% | $3,952+261.2% |
| Admin fee / account holder | $5,448 | $4,593+18.6% | $5,949-8.4% | $6,260-13.0% |