Filed December 30, 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 | $754,027 | $175,202+330.4% | $149,673+403.8% | $139,434+440.8% |
| Participation rate | 91.7% | 83.4%+8.3pp | 78.8%+12.9pp | 80.3%+11.3pp |
| Annual return | 16.26% | 166.71%-150.4pp | 134.42%-118.2pp | 372.94%-356.7pp |
| Employer contribution / active EE | $33,216 | $5,474+506.8% | $4,818+589.5% | $4,751+599.2% |
| Participant deferral / active EE | $23,017 | $6,519+253.1% | $5,680+305.2% | $6,710+243.0% |
| Admin fee / account holder | $9,897 | $16,150-38.7% | $13,210-25.1% | $11,403-13.2% |