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 | $454,154 | $80,717+462.6% | $154,803+193.4% | $84,808+435.5% |
| Participation rate | 81.1% | 66.8%+14.3pp | 78.1%+3.0pp | 68.3%+12.8pp |
| Annual return | 16.07% | 37.96%-21.9pp | 58.88%-42.8pp | 40.90%-24.8pp |
| Employer contribution / active EE | $14,220 | $2,761+415.0% | $4,305+230.3% | $2,631+440.5% |
| Participant deferral / active EE | $1,460 | $3,303-55.8% | $5,540-73.6% | $4,212-65.3% |
| Admin fee / account holder | $608 | $6,746-91.0% | $14,329-95.8% | $7,344-91.7% |