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 | $1,214,710 | $80,717+1404.9% | $154,803+684.7% | $84,808+1332.3% |
| Participation rate | 96.1% | 66.8%+29.3pp | 78.1%+18.0pp | 68.3%+27.8pp |
| Annual return | 14.07% | 37.96%-23.9pp | 58.88%-44.8pp | 40.90%-26.8pp |
| Employer contribution / active EE | $60,339 | $2,761+2085.2% | $4,305+1301.5% | $2,631+2193.4% |
| Participant deferral / active EE | $2,580 | $3,303-21.9% | $5,540-53.4% | $4,212-38.7% |
| Admin fee / account holder | $595,723 | $6,746+8731.2% | $14,329+4057.4% | $7,344+8011.9% |