Filed December 22, 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 | $388,957 | $85,202+356.5% | $172,739+125.2% | $72,985+432.9% |
| Participation rate | 81.0% | 70.1%+10.9pp | 82.6%-1.7pp | 69.5%+11.5pp |
| Annual return | 17.46% | 27.32%-9.9pp | 802.84%-785.4pp | 81.00%-63.5pp |
| Employer contribution / active EE | $12,979 | $3,324+290.4% | $5,143+152.4% | $2,440+432.0% |
| Participant deferral / active EE | $7,568 | $3,260+132.1% | $5,198+45.6% | $3,607+109.8% |
| Admin fee / account holder | $68,479 | $5,884+1063.8% | $13,954+390.7% | $5,124+1236.3% |