Filed December 21, 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 | $352,564 | $96,305+266.1% | $80,569+337.6% | $139,434+152.9% |
| Participation rate | 88.9% | 73.6%+15.3pp | 67.0%+21.9pp | 80.3%+8.6pp |
| Annual return | 22.17% | 1350.08%-1327.9pp | 935.43%-913.3pp | 372.94%-350.8pp |
| Employer contribution / active EE | $1,215 | $3,262-62.8% | $2,723-55.4% | $4,751-74.4% |
| Participant deferral / active EE | $9,333 | $5,232+78.4% | $4,447+109.9% | $6,710+39.1% |
| Admin fee / account holder | $797 | $6,599-87.9% | $5,377-85.2% | $11,403-93.0% |