Filed September 28, 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 | $686,365 | $99,341+590.9% | $84,750+709.9% | $273,961+150.5% |
| Participation rate | 90.9% | 80.7%+10.2pp | 76.6%+14.3pp | 83.0%+7.9pp |
| Annual return | 10.10% | 22.93%-12.8pp | 22.78%-12.7pp | 41.45%-31.4pp |
| Employer contribution / active EE | $20,461 | $4,214+385.6% | $3,574+472.5% | $4,869+320.3% |
| Participant deferral / active EE | $6,851 | $4,269+60.5% | $3,712+84.6% | $5,287+29.6% |
| Admin fee / account holder | $7,904 | $6,644+19.0% | $5,332+48.2% | $10,132-22.0% |