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 | $307,098 | $93,024+230.1% | $77,024+298.7% | $134,475+128.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -18.51% | 62.60%-81.1pp | 42.32%-60.8pp | 417.96%-436.5pp |
| Employer contribution / active EE | $10,283 | $3,418+200.9% | $2,812+265.7% | $4,740+117.0% |
| Participant deferral / active EE | $6,383 | $5,238+21.9% | $4,426+44.2% | $6,400-0.3% |
| Admin fee / account holder | $83,119 | $6,944+1097.0% | $5,425+1432.1% | $11,426+627.5% |