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 | $364,497 | $114,047+219.6% | $96,139+279.1% | $167,490+117.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 14.42% | 189.88%-175.5pp | 191.94%-177.5pp | 478.56%-464.1pp |
| Employer contribution / active EE | $11,253 | $3,427+228.4% | $2,797+302.3% | $4,837+132.6% |
| Participant deferral / active EE | $8,004 | $5,194+54.1% | $4,349+84.0% | $6,341+26.2% |
| Admin fee / account holder | $2,688 | $6,897-61.0% | $5,537-51.4% | $12,309-78.2% |