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 | $414,683 | $81,248+410.4% | $155,509+166.7% | $80,856+412.9% |
| Participation rate | 82.4% | 66.2%+16.1pp | 78.2%+4.2pp | 67.6%+14.7pp |
| Annual return | 12.16% | 33.31%-21.2pp | 64.67%-52.5pp | 35.59%-23.4pp |
| Employer contribution / active EE | $13,752 | $3,100+343.6% | $4,672+194.3% | $2,755+399.2% |
| Participant deferral / active EE | $1,479 | $3,452-57.1% | $5,626-73.7% | $4,296-65.6% |
| Admin fee / account holder | $3,522 | $7,997-56.0% | $15,912-77.9% | $6,918-49.1% |