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 | $345,328 | $89,753+284.8% | $107,525+221.2% | $84,808+307.2% |
| Participation rate | 97.1% | 68.1%+29.0pp | 75.1%+22.0pp | 68.3%+28.7pp |
| Annual return | 16.26% | 29.48%-13.2pp | 181.32%-165.1pp | 40.90%-24.6pp |
| Employer contribution / active EE | $13,801 | $3,113+343.3% | $3,754+267.7% | $2,631+424.6% |
| Participant deferral / active EE | $7,866 | $4,056+93.9% | $5,116+53.8% | $4,212+86.8% |
| Admin fee / account holder | $5,186 | $7,222-28.2% | $8,919-41.9% | $7,344-29.4% |