Filed May 12, 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 | $250,731 | $209,411+19.7% | $178,490+40.5% | $158,922+57.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.50% | 188.75%-170.2pp | 151.07%-132.6pp | 302.83%-284.3pp |
| Employer contribution / active EE | $6,047 | $5,706+6.0% | $5,011+20.7% | $4,761+27.0% |
| Participant deferral / active EE | $15,175 | $5,954+154.9% | $5,202+191.7% | $5,982+153.7% |
| Admin fee / account holder | $46,467 | $17,074+172.1% | $13,984+232.3% | $11,246+313.2% |