Filed December 31, 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 | $250,373 | $197,591+26.7% | $177,821+40.8% | $158,922+57.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 17.89% | 58.76%-40.9pp | 48.32%-30.4pp | 302.83%-284.9pp |
| Employer contribution / active EE | $2,414 | $6,697-64.0% | $5,918-59.2% | $4,761-49.3% |
| Participant deferral / active EE | $6,989 | $8,405-16.8% | $7,714-9.4% | $5,982+16.8% |
| Admin fee / account holder | $8,289 | $15,399-46.2% | $12,427-33.3% | $11,246-26.3% |