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 | $602,578 | $99,032+508.5% | $80,019+653.0% | $135,375+345.1% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -3.56% | 15.39%-18.9pp | 11.22%-14.8pp | 519.73%-523.3pp |
| Employer contribution / active EE | $7,409 | $3,043+143.5% | $2,468+200.2% | $4,779+55.0% |
| Participant deferral / active EE | $8,443 | $4,282+97.2% | $3,686+129.1% | $5,609+50.5% |
| Admin fee / account holder | $50,080 | $10,436+379.9% | $6,521+668.0% | $10,827+362.5% |