Filed December 16, 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 | $283,687 | $67,606+319.6% | $82,313+244.6% | $70,131+304.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 14.44% | 21.57%-7.1pp | 25.88%-11.4pp | 73.14%-58.7pp |
| Employer contribution / active EE | $7,956 | $1,755+353.4% | $2,428+227.6% | $2,342+239.6% |
| Participant deferral / active EE | $2,534 | $2,987-15.1% | $3,706-31.6% | $3,332-23.9% |
| Admin fee / account holder | $10,285 | $4,512+127.9% | $5,608+83.4% | $4,645+121.4% |