Filed September 17, 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 | $439,003 | $55,453+691.7% | $170,442+157.6% | $62,292+604.7% |
| Participation rate | 94.1% | 66.4%+27.7pp | 83.6%+10.5pp | 69.5%+24.5pp |
| Annual return | 17.64% | 21.38%-3.7pp | 205.93%-188.3pp | 28.90%-11.3pp |
| Employer contribution / active EE | $11,070 | $2,164+411.6% | $5,433+103.8% | $2,042+442.1% |
| Participant deferral / active EE | $11,415 | $2,303+395.7% | $4,939+131.1% | $3,169+260.2% |
| Admin fee / account holder | $10,572 | $455+2223.3% | $13,880-23.8% | $479+2105.6% |