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 | $399,733 | $58,208+586.7% | $81,812+388.6% | $80,856+394.4% |
| Participation rate | 98.6% | 63.4%+35.2pp | 72.3%+26.3pp | 67.6%+31.0pp |
| Annual return | 14.99% | 41.66%-26.7pp | 773.79%-758.8pp | 35.59%-20.6pp |
| Employer contribution / active EE | $10,934 | $2,340+367.3% | $2,912+275.4% | $2,755+296.9% |
| Participant deferral / active EE | $15,690 | $3,281+378.2% | $4,319+263.3% | $4,296+265.2% |
| Admin fee / account holder | $12,870 | $4,981+158.4% | $7,386+74.3% | $6,918+86.0% |