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 | $340,766 | $100,754+238.2% | $86,677+293.1% | $134,475+153.4% |
| Participation rate | 90.5% | 78.9%+11.5pp | 76.6%+13.9pp | 81.2%+9.3pp |
| Annual return | -15.48% | 29.04%-44.5pp | 35.91%-51.4pp | 417.96%-433.4pp |
| Employer contribution / active EE | $2,683 | $3,489-23.1% | $2,836-5.4% | $4,740-43.4% |
| Participant deferral / active EE | $9,790 | $5,338+83.4% | $4,656+110.3% | $6,400+53.0% |
| Admin fee / account holder | $2,555 | $10,926-76.6% | $7,493-65.9% | $11,426-77.6% |