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 | $319,044 | $183,519+73.8% | $155,509+105.2% | $145,922+118.6% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 24.18% | 61.17%-37.0pp | 64.67%-40.5pp | 561.29%-537.1pp |
| Employer contribution / active EE | $2,614 | $5,313-50.8% | $4,672-44.1% | $4,660-43.9% |
| Participant deferral / active EE | $7,190 | $6,462+11.3% | $5,626+27.8% | $6,688+7.5% |
| Admin fee / account holder | $6,451 | $19,313-66.6% | $15,912-59.5% | $13,397-51.8% |