Filed December 28, 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 | $689,134 | $104,251+561.0% | $91,001+657.3% | $147,584+366.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 19.04% | 27.06%-8.0pp | 4.60%+14.4pp | 578.55%-559.5pp |
| Employer contribution / active EE | $7,371 | $3,116+136.6% | $2,456+200.2% | $4,876+51.1% |
| Participant deferral / active EE | $8,776 | $4,195+109.2% | $3,547+147.4% | $5,439+61.4% |
| Admin fee / account holder | $6,744 | $8,948-24.6% | $5,417+24.5% | $10,885-38.0% |