Filed December 29, 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 | $946,494 | $99,079+855.3% | $77,999+1113.5% | $273,961+245.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 6.01% | 217.93%-211.9pp | 425.96%-419.9pp | 41.45%-35.4pp |
| Employer contribution / active EE | $13,305 | $3,308+302.3% | $2,470+438.7% | $4,869+173.3% |
| Participant deferral / active EE | $17,288 | $4,306+301.5% | $3,497+394.4% | $5,287+227.0% |
| Admin fee / account holder | $23,665 | $8,954+164.3% | $5,480+331.8% | $10,132+133.6% |