Filed September 28, 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 | $286,182 | $48,274+492.8% | $63,517+350.6% | $59,632+379.9% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.0%+29.0pp | 68.7%+31.3pp |
| Annual return | 4.39% | -240.79%+245.2pp | -70.30%+74.7pp | 2041.28%-2036.9pp |
| Employer contribution / active EE | $12,223 | $1,586+670.5% | $2,322+426.4% | $2,203+454.9% |
| Participant deferral / active EE | $0 | $2,343-100.0% | $2,953-100.0% | $3,192-100.0% |
| Admin fee / account holder | $14,820 | $3,600+311.7% | $5,892+151.5% | $4,297+244.9% |