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 | $441,135 | $209,411+110.7% | $178,490+147.1% | $158,922+177.6% |
| Participation rate | 90.9% | 86.3%+4.6pp | 81.9%+9.0pp | 82.0%+9.0pp |
| Annual return | 19.77% | 188.75%-169.0pp | 151.07%-131.3pp | 302.83%-283.1pp |
| Employer contribution / active EE | $5,941 | $5,706+4.1% | $5,011+18.6% | $4,761+24.8% |
| Participant deferral / active EE | $5,103 | $5,954-14.3% | $5,202-1.9% | $5,982-14.7% |
| Admin fee / account holder | $20,101 | $17,074+17.7% | $13,984+43.7% | $11,246+78.7% |