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 | $315,980 | $99,020+219.1% | $86,590+264.9% | $147,584+114.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.90% | 1312.34%-1298.4pp | 964.84%-950.9pp | 578.55%-564.7pp |
| Employer contribution / active EE | $9,092 | $3,132+190.3% | $2,839+220.2% | $4,876+86.4% |
| Participant deferral / active EE | $13,702 | $3,972+244.9% | $3,609+279.7% | $5,439+151.9% |
| Admin fee / account holder | $110,494 | $5,710+1835.0% | $4,906+2152.4% | $10,885+915.1% |