Filed September 25, 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 | $332,282 | $77,899+326.6% | $149,673+122.0% | $75,163+342.1% |
| Participation rate | 82.9% | 65.6%+17.3pp | 78.8%+4.1pp | 67.2%+15.7pp |
| Annual return | 15.40% | 31.72%-16.3pp | 134.42%-119.0pp | 160.62%-145.2pp |
| Employer contribution / active EE | $11,700 | $3,137+272.9% | $4,818+142.9% | $2,670+338.2% |
| Participant deferral / active EE | $1,327 | $3,411-61.1% | $5,680-76.6% | $4,125-67.8% |
| Admin fee / account holder | $2,670 | $5,956-55.2% | $13,210-79.8% | $5,651-52.7% |