Filed December 21, 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 | $306,295 | $76,000+303.0% | $154,107+98.8% | $64,186+377.2% |
| Participation rate | 88.0% | 70.4%+17.6pp | 83.0%+5.0pp | 69.6%+18.4pp |
| Annual return | -5.15% | 30.32%-35.5pp | 735.12%-740.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $5,106 | $3,351+52.4% | $5,298-3.6% | $2,381+114.5% |
| Participant deferral / active EE | $4,354 | $3,175+37.1% | $5,081-14.3% | $3,470+25.5% |
| Admin fee / account holder | $22,936 | $5,596+309.8% | $13,411+71.0% | $4,888+369.2% |