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 | $95,453+168.2% | $112,040+128.5% | $82,448+210.6% |
| Participation rate | 97.8% | 72.8%+25.0pp | 76.5%+21.3pp | 68.1%+29.7pp |
| Annual return | 19.17% | 23.92%-4.8pp | 24.52%-5.4pp | 41.64%-22.5pp |
| Employer contribution / active EE | $5,293 | $2,318+128.3% | $2,954+79.2% | $2,551+107.5% |
| Participant deferral / active EE | $7,339 | $4,224+73.7% | $5,098+44.0% | $4,139+77.3% |
| Admin fee / account holder | $7,261 | $9,013-19.4% | $12,098-40.0% | $7,234+0.4% |