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 | $407,833 | $124,319+228.1% | $111,297+266.4% | $167,490+143.5% |
| Participation rate | 90.5% | 79.6%+10.9pp | 77.3%+13.2pp | 82.1%+8.4pp |
| Annual return | 9.42% | 37.44%-28.0pp | 54.65%-45.2pp | 478.56%-469.1pp |
| Employer contribution / active EE | $2,498 | $3,435-27.3% | $2,731-8.6% | $4,837-48.4% |
| Participant deferral / active EE | $9,237 | $5,180+78.3% | $4,487+105.8% | $6,341+45.7% |
| Admin fee / account holder | $2,683 | $10,618-74.7% | $7,964-66.3% | $12,309-78.2% |