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 | $406,338 | $93,571+334.3% | $135,903+199.0% | $75,163+440.6% |
| Participation rate | 92.4% | 75.2%+17.2pp | 81.9%+10.5pp | 67.2%+25.2pp |
| Annual return | 17.94% | 30.90%-13.0pp | 68.23%-50.3pp | 160.62%-142.7pp |
| Employer contribution / active EE | $10,278 | $3,537+190.6% | $4,856+111.6% | $2,670+285.0% |
| Participant deferral / active EE | $11,086 | $6,404+73.1% | $7,758+42.9% | $4,125+168.7% |
| Admin fee / account holder | $16,024 | $6,975+129.7% | $10,762+48.9% | $5,651+183.6% |