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 | $304,125 | $167,307+81.8% | $143,757+111.6% | $134,475+126.2% |
| Participation rate | 91.3% | 84.8%+6.5pp | 80.3%+11.0pp | 81.2%+10.1pp |
| Annual return | -14.29% | 0.46%-14.8pp | -0.04%-14.2pp | 417.96%-432.3pp |
| Employer contribution / active EE | $9,045 | $5,619+61.0% | $4,951+82.7% | $4,740+90.8% |
| Participant deferral / active EE | $5,659 | $6,446-12.2% | $5,637+0.4% | $6,400-11.6% |
| Admin fee / account holder | $7,722 | $18,088-57.3% | $14,673-47.4% | $11,426-32.4% |