Filed January 5, 1993
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 | $262,316 | $72,277+262.9% | $101,248+159.1% | $79,858+228.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 20.59% | 22.30%-1.7pp | 46.47%-25.9pp | 31.71%-11.1pp |
| Employer contribution / active EE | $8,518 | $2,692+216.5% | $3,660+132.8% | $2,471+244.7% |
| Participant deferral / active EE | $4,330 | $3,282+32.0% | $4,370-0.9% | $3,740+15.8% |
| Admin fee / account holder | $20,803 | $4,400+372.8% | $5,945+249.9% | $5,306+292.0% |