Filed December 23, 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 | $357,282 | $90,503+294.8% | $78,689+354.0% | $273,961+30.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 10.00% | 75.60%-65.6pp | 62.18%-52.2pp | 41.45%-31.5pp |
| Employer contribution / active EE | $7,711 | $3,176+142.8% | $2,851+170.5% | $4,869+58.4% |
| Participant deferral / active EE | $13,043 | $3,901+234.3% | $3,517+270.9% | $5,287+146.7% |
| Admin fee / account holder | $7,616 | $5,263+44.7% | $4,510+68.9% | $10,132-24.8% |