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 | $361,473 | $112,096+222.5% | $95,952+276.7% | $158,922+127.5% |
| Participation rate | 95.2% | 79.0%+16.3pp | 77.1%+18.2pp | 82.0%+13.3pp |
| Annual return | 14.00% | 171.09%-157.1pp | 91.61%-77.6pp | 302.83%-288.8pp |
| Employer contribution / active EE | $2,631 | $3,198-17.7% | $2,541+3.5% | $4,761-44.7% |
| Participant deferral / active EE | $10,194 | $4,784+113.1% | $4,167+144.6% | $5,982+70.4% |
| Admin fee / account holder | $28,626 | $10,130+182.6% | $6,795+321.3% | $11,246+154.6% |