Filed December 28, 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 | $307,218 | $133,922+129.4% | $116,228+164.3% | $142,382+115.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 21.07% | 147.76%-126.7pp | 90.06%-69.0pp | 217.08%-196.0pp |
| Employer contribution / active EE | $13,591 | $3,446+294.5% | $2,994+353.9% | $4,299+216.1% |
| Participant deferral / active EE | $12,810 | $5,672+125.8% | $4,953+158.6% | $6,507+96.9% |
| Admin fee / account holder | $3,465 | $14,945-76.8% | $11,989-71.1% | $12,624-72.6% |