Filed October 27, 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 | $371,621 | $54,705+579.3% | $71,209+421.9% | $84,808+338.2% |
| Participation rate | 94.6% | 64.1%+30.5pp | 73.8%+20.8pp | 68.3%+26.3pp |
| Annual return | 13.82% | 35.90%-22.1pp | 282.51%-268.7pp | 40.90%-27.1pp |
| Employer contribution / active EE | $3,988 | $2,158+84.8% | $2,721+46.6% | $2,631+51.6% |
| Participant deferral / active EE | $12,213 | $3,030+303.0% | $4,175+192.5% | $4,212+190.0% |
| Admin fee / account holder | $18,361 | $4,863+277.5% | $5,349+243.3% | $7,344+150.0% |