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 | $1,380,934 | $118,680+1063.6% | $98,907+1296.2% | $158,922+768.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 13.44% | 372.35%-358.9pp | 196.43%-183.0pp | 302.83%-289.4pp |
| Employer contribution / active EE | $7,734 | $3,333+132.1% | $2,689+187.6% | $4,761+62.4% |
| Participant deferral / active EE | $10,050 | $5,088+97.5% | $4,244+136.8% | $5,982+68.0% |
| Admin fee / account holder | $7,958 | $10,131-21.4% | $6,642+19.8% | $11,246-29.2% |