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 | $496,634 | $54,229+815.8% | $70,092+608.5% | $68,494+625.1% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | 8.77% | -13.87%+22.6pp | 190.73%-182.0pp | -7.84%+16.6pp |
| Employer contribution / active EE | $19,335 | $2,018+858.1% | $2,559+655.7% | $2,596+644.7% |
| Participant deferral / active EE | $0 | $2,956-100.0% | $3,849-100.0% | $4,027-100.0% |
| Admin fee / account holder | $32,299 | $4,694+588.1% | $6,267+415.4% | $5,403+497.8% |