Filed September 29, 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 | $292,707 | $77,813+276.2% | $123,544+136.9% | $64,186+356.0% |
| Participation rate | 96.6% | 74.7%+21.9pp | 82.3%+14.3pp | 69.6%+27.0pp |
| Annual return | -7.25% | 12.48%-19.7pp | 119.20%-126.4pp | 7.63%-14.9pp |
| Employer contribution / active EE | $4,295 | $3,014+42.5% | $4,628-7.2% | $2,381+80.4% |
| Participant deferral / active EE | $10,070 | $5,240+92.2% | $6,426+56.7% | $3,470+190.2% |
| Admin fee / account holder | $6,676 | $5,519+21.0% | $9,284-28.1% | $4,888+36.6% |