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 | $785,366 | $115,770+578.4% | $101,248+675.7% | $158,922+394.2% |
| Participation rate | 91.3% | 79.4%+11.9pp | 75.8%+15.5pp | 82.0%+9.3pp |
| Annual return | 9.10% | 56.14%-47.0pp | 46.47%-37.4pp | 302.83%-293.7pp |
| Employer contribution / active EE | $22,991 | $4,175+450.7% | $3,660+528.2% | $4,761+382.9% |
| Participant deferral / active EE | $7,607 | $4,957+53.5% | $4,370+74.1% | $5,982+27.2% |
| Admin fee / account holder | $18,943 | $7,245+161.5% | $5,945+218.6% | $11,246+68.4% |