Filed September 24, 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 | $395,210 | $71,480+452.9% | $90,782+335.3% | $64,186+515.7% |
| Participation rate | 96.0% | 77.6%+18.4pp | 82.7%+13.3pp | 69.6%+26.4pp |
| Annual return | 8.49% | -4.25%+12.7pp | -3.42%+11.9pp | 7.63%+0.9pp |
| Employer contribution / active EE | $8,263 | $3,415+142.0% | $4,105+101.3% | $2,381+247.1% |
| Participant deferral / active EE | $7,518 | $4,302+74.7% | $5,366+40.1% | $3,470+116.7% |
| Admin fee / account holder | $15,515 | $6,309+145.9% | $5,908+162.6% | $4,888+217.4% |