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 | $350,793 | $57,281+512.4% | $86,612+305.0% | $75,163+366.7% |
| Participation rate | 97.2% | 63.2%+34.0pp | 71.7%+25.5pp | 67.2%+30.0pp |
| Annual return | 17.30% | 2670.75%-2653.4pp | 591.07%-573.8pp | 160.62%-143.3pp |
| Employer contribution / active EE | $10,434 | $2,314+350.8% | $3,022+245.2% | $2,670+290.8% |
| Participant deferral / active EE | $14,699 | $3,318+343.0% | $4,438+231.2% | $4,125+256.3% |
| Admin fee / account holder | $17,439 | $4,112+324.1% | $5,614+210.6% | $5,651+208.6% |