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 | $364,145 | $82,664+340.5% | $125,339+190.5% | $68,494+431.6% |
| Participation rate | 84.4% | 75.0%+9.4pp | 82.4%+2.1pp | 67.9%+16.6pp |
| Annual return | -9.32% | -5.97%-3.4pp | 572.05%-581.4pp | -7.84%-1.5pp |
| Employer contribution / active EE | $9,859 | $3,381+191.6% | $4,814+104.8% | $2,596+279.7% |
| Participant deferral / active EE | $8,459 | $6,110+38.4% | $7,446+13.6% | $4,027+110.1% |
| Admin fee / account holder | $44,782 | $6,275+613.6% | $10,010+347.4% | $5,403+728.9% |