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 | $387,875 | $112,096+246.0% | $95,952+304.2% | $158,922+144.1% |
| Participation rate | 90.0% | 79.0%+11.0pp | 77.1%+12.9pp | 82.0%+8.0pp |
| Annual return | 19.85% | 171.09%-151.2pp | 91.61%-71.8pp | 302.83%-283.0pp |
| Employer contribution / active EE | $818 | $3,198-74.4% | $2,541-67.8% | $4,761-82.8% |
| Participant deferral / active EE | $7,852 | $4,784+64.1% | $4,167+88.4% | $5,982+31.3% |
| Admin fee / account holder | $20,130 | $10,130+98.7% | $6,795+196.2% | $11,246+79.0% |