Filed September 18, 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 | $253,831 | $87,733+189.3% | $106,548+138.2% | $85,850+195.7% |
| Participation rate | 96.9% | 71.9%+25.0pp | 76.1%+20.8pp | 69.3%+27.6pp |
| Annual return | 13.44% | 21.86%-8.4pp | 26.80%-13.4pp | 318.53%-305.1pp |
| Employer contribution / active EE | $4,537 | $2,073+118.9% | $2,819+60.9% | $2,565+76.9% |
| Participant deferral / active EE | $6,414 | $3,469+84.9% | $4,398+45.8% | $3,952+62.3% |
| Admin fee / account holder | $30,224 | $6,767+346.6% | $7,407+308.0% | $6,260+382.8% |