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 | $311,221 | $81,248+283.0% | $155,509+100.1% | $80,856+284.9% |
| Participation rate | 91.5% | 66.2%+25.3pp | 78.2%+13.3pp | 67.6%+23.9pp |
| Annual return | 15.58% | 33.31%-17.7pp | 64.67%-49.1pp | 35.59%-20.0pp |
| Employer contribution / active EE | $8,871 | $3,100+186.1% | $4,672+89.8% | $2,755+222.0% |
| Participant deferral / active EE | $6,754 | $3,452+95.7% | $5,626+20.0% | $4,296+57.2% |
| Admin fee / account holder | $141,000 | $7,997+1663.1% | $15,912+786.1% | $6,918+1938.2% |