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 | $1,345,245 | $73,867+1721.2% | $143,757+835.8% | $68,494+1864.0% |
| Participation rate | 96.1% | 66.7%+29.4pp | 80.3%+15.8pp | 67.9%+28.2pp |
| Annual return | -10.24% | 1.01%-11.2pp | -0.04%-10.2pp | -7.84%-2.4pp |
| Employer contribution / active EE | $55,404 | $3,184+1640.0% | $4,951+1019.1% | $2,596+2034.0% |
| Participant deferral / active EE | $1,997 | $3,384-41.0% | $5,637-64.6% | $4,027-50.4% |
| Admin fee / account holder | $97,720 | $5,755+1598.1% | $14,673+566.0% | $5,403+1708.7% |