Filed December 28, 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 | $282,837 | $78,672+259.5% | $109,143+159.1% | $85,850+229.5% |
| Participation rate | 96.7% | 68.3%+28.4pp | 75.9%+20.8pp | 69.3%+27.4pp |
| Annual return | 17.57% | 25.09%-7.5pp | 25.75%-8.2pp | 318.53%-301.0pp |
| Employer contribution / active EE | $8,739 | $2,735+219.6% | $3,722+134.8% | $2,565+240.7% |
| Participant deferral / active EE | $6,548 | $3,467+88.8% | $4,653+40.7% | $3,952+65.7% |
| Admin fee / account holder | $44,158 | $5,469+707.4% | $6,752+554.0% | $6,260+605.4% |