Filed December 29, 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 | $283,173 | $76,000+272.6% | $154,107+83.8% | $64,186+341.2% |
| Participation rate | 92.6% | 70.4%+22.2pp | 83.0%+9.6pp | 69.6%+23.0pp |
| Annual return | 8.31% | 30.32%-22.0pp | 735.12%-726.8pp | 7.63%+0.7pp |
| Employer contribution / active EE | $9,534 | $3,351+184.5% | $5,298+80.0% | $2,381+300.5% |
| Participant deferral / active EE | $6,029 | $3,175+89.9% | $5,081+18.7% | $3,470+73.8% |
| Admin fee / account holder | $9,215 | $5,596+64.7% | $13,411-31.3% | $4,888+88.5% |