Filed December 30, 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 | $1,520,236 | $95,416+1493.3% | $185,823+718.1% | $85,850+1670.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 29.59% | 23.59%+6.0pp | 122.05%-92.5pp | 318.53%-288.9pp |
| Employer contribution / active EE | $57,364 | $3,314+1631.1% | $5,167+1010.1% | $2,565+2136.3% |
| Participant deferral / active EE | $2,482 | $3,423-27.5% | $5,568-55.4% | $3,952-37.2% |
| Admin fee / account holder | $125,291 | $7,213+1637.1% | $16,237+671.6% | $6,260+1901.5% |