Filed December 31, 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 | $256,049 | $95,803+167.3% | $113,168+126.3% | $84,808+201.9% |
| Participation rate | 97.8% | 72.9%+24.9pp | 76.6%+21.2pp | 68.3%+29.5pp |
| Annual return | 19.17% | 25.00%-5.8pp | 24.27%-5.1pp | 40.90%-21.7pp |
| Employer contribution / active EE | $5,293 | $2,360+124.3% | $2,975+77.9% | $2,631+101.2% |
| Participant deferral / active EE | $7,339 | $4,242+73.0% | $5,107+43.7% | $4,212+74.2% |
| Admin fee / account holder | $7,261 | $8,989-19.2% | $12,068-39.8% | $7,344-1.1% |