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 | $660,121 | $116,175+468.2% | $93,606+605.2% | $152,861+331.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 25.35% | 35.96%-10.6pp | 32.76%-7.4pp | 345.32%-320.0pp |
| Employer contribution / active EE | $6,957 | $3,218+116.2% | $2,718+156.0% | $4,762+46.1% |
| Participant deferral / active EE | $8,125 | $4,603+76.5% | $4,069+99.7% | $5,850+38.9% |
| Admin fee / account holder | $4,663 | $10,748-56.6% | $7,888-40.9% | $11,596-59.8% |