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 | $773,369 | $97,757+691.1% | $83,848+822.3% | $135,375+471.3% |
| Participation rate | 86.4% | 80.0%+6.4pp | 76.1%+10.2pp | 82.6%+3.7pp |
| Annual return | -7.88% | 1287.37%-1295.2pp | 850.88%-858.8pp | 519.73%-527.6pp |
| Employer contribution / active EE | $20,870 | $4,222+394.4% | $3,631+474.8% | $4,779+336.7% |
| Participant deferral / active EE | $4,179 | $4,682-10.8% | $4,082+2.4% | $5,609-25.5% |
| Admin fee / account holder | $5,595 | $6,674-16.2% | $5,478+2.1% | $10,827-48.3% |