Filed December 30, 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 | $285,020 | $91,190+212.6% | $178,490+59.7% | $79,858+256.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 20.82% | 24.19%-3.4pp | 151.07%-130.2pp | 31.71%-10.9pp |
| Employer contribution / active EE | $9,193 | $3,256+182.3% | $5,011+83.5% | $2,471+272.0% |
| Participant deferral / active EE | $5,617 | $3,236+73.6% | $5,202+8.0% | $3,740+50.2% |
| Admin fee / account holder | $2,606 | $6,751-61.4% | $13,984-81.4% | $5,306-50.9% |