Filed October 8, 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 | $304,162 | $85,766+254.6% | $136,294+123.2% | $70,131+333.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 160.89% | 31.45%+129.4pp | 5155.94%-4995.1pp | 73.14%+87.7pp |
| Employer contribution / active EE | $8,740 | $2,966+194.7% | $4,695+86.1% | $2,342+273.1% |
| Participant deferral / active EE | $6,925 | $5,051+37.1% | $6,247+10.8% | $3,332+107.8% |
| Admin fee / account holder | $12,972 | $5,420+139.3% | $9,243+40.3% | $4,645+179.3% |