Filed January 1, 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 | $328,512 | $103,376+217.8% | $87,100+277.2% | $152,861+114.9% |
| Participation rate | 90.5% | 79.3%+11.1pp | 76.9%+13.6pp | 82.4%+8.0pp |
| Annual return | 17.89% | 28.10%-10.2pp | 28.19%-10.3pp | 345.32%-327.4pp |
| Employer contribution / active EE | $1,488 | $3,220-53.8% | $2,521-41.0% | $4,762-68.8% |
| Participant deferral / active EE | $9,540 | $4,778+99.7% | $4,049+135.6% | $5,850+63.1% |
| Admin fee / account holder | $13,478 | $12,205+10.4% | $7,497+79.8% | $11,596+16.2% |