Filed December 31, 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 | $280,700 | $92,222+204.4% | $76,768+265.6% | $135,375+107.3% |
| Participation rate | 80.0% | 79.8%+0.2pp | 77.0%+3.0pp | 82.6%-2.6pp |
| Annual return | -5.45% | 5.46%-10.9pp | 2.43%-7.9pp | 519.73%-525.2pp |
| Employer contribution / active EE | $656 | $3,216-79.6% | $2,485-73.6% | $4,779-86.3% |
| Participant deferral / active EE | $5,325 | $4,509+18.1% | $3,852+38.3% | $5,609-5.1% |
| Admin fee / account holder | $35,516 | $10,748+230.4% | $6,675+432.1% | $10,827+228.0% |