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 | $1,091,865 | $104,251+947.3% | $91,001+1099.8% | $147,584+639.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 15.85% | 27.06%-11.2pp | 4.60%+11.3pp | 578.55%-562.7pp |
| Employer contribution / active EE | $20,308 | $3,116+551.8% | $2,456+727.0% | $4,876+316.5% |
| Participant deferral / active EE | $17,232 | $4,195+310.8% | $3,547+385.8% | $5,439+216.8% |
| Admin fee / account holder | $26,845 | $8,948+200.0% | $5,417+395.6% | $10,885+146.6% |