Filed June 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 | $947,471 | $183,519+416.3% | $155,509+509.3% | $145,922+549.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.82% | 61.17%-45.3pp | 64.67%-48.8pp | 561.29%-545.5pp |
| Employer contribution / active EE | $14,288 | $5,313+168.9% | $4,672+205.8% | $4,660+206.6% |
| Participant deferral / active EE | $8,921 | $6,462+38.0% | $5,626+58.6% | $6,688+33.4% |
| Admin fee / account holder | $16,959 | $19,313-12.2% | $15,912+6.6% | $13,397+26.6% |