Filed October 12, 1992 (most recent of 2 filings on file)
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 | $274,849 | $104,907+162.0% | $84,611+224.8% | $152,861+79.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 23.75% | 373.79%-350.0pp | 258.74%-235.0pp | 345.32%-321.6pp |
| Employer contribution / active EE | $8,878 | $3,302+168.9% | $2,652+234.7% | $4,762+86.4% |
| Participant deferral / active EE | $4,667 | $4,688-0.4% | $3,899+19.7% | $5,850-20.2% |
| Admin fee / account holder | $1,746 | $6,241-72.0% | $4,912-64.5% | $11,596-84.9% |