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 | $290,814 | $73,867+293.7% | $143,757+102.3% | $68,494+324.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.80% | 1.01%-18.8pp | -0.04%-17.8pp | -7.84%-10.0pp |
| Employer contribution / active EE | $8,531 | $3,184+167.9% | $4,951+72.3% | $2,596+228.6% |
| Participant deferral / active EE | $6,721 | $3,384+98.6% | $5,637+19.2% | $4,027+66.9% |
| Admin fee / account holder | $2,566 | $5,755-55.4% | $14,673-82.5% | $5,403-52.5% |