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 | $429,861 | $100,773+326.6% | $88,946+383.3% | $142,382+201.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 20.17% | 70.18%-50.0pp | 57.82%-37.6pp | 217.08%-196.9pp |
| Employer contribution / active EE | $13,895 | $2,918+376.2% | $2,555+443.8% | $4,299+223.2% |
| Participant deferral / active EE | $8,635 | $5,230+65.1% | $4,581+88.5% | $6,507+32.7% |
| Admin fee / account holder | $23,834 | $9,693+145.9% | $8,261+188.5% | $12,624+88.8% |