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 | $334,396 | $103,376+223.5% | $87,100+283.9% | $152,861+118.8% |
| Participation rate | 90.9% | 79.3%+11.6pp | 76.9%+14.0pp | 82.4%+8.5pp |
| Annual return | 27.35% | 28.10%-0.7pp | 28.19%-0.8pp | 345.32%-318.0pp |
| Employer contribution / active EE | $677 | $3,220-79.0% | $2,521-73.1% | $4,762-85.8% |
| Participant deferral / active EE | $7,292 | $4,778+52.6% | $4,049+80.1% | $5,850+24.7% |
| Admin fee / account holder | $595 | $12,205-95.1% | $7,497-92.1% | $11,596-94.9% |