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 | $905,637 | $127,777+608.8% | $106,548+750.0% | $167,490+440.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 14.35% | 33.87%-19.5pp | 26.80%-12.5pp | 478.56%-464.2pp |
| Employer contribution / active EE | $8,137 | $3,427+137.5% | $2,819+188.7% | $4,837+68.2% |
| Participant deferral / active EE | $9,160 | $5,087+80.1% | $4,398+108.3% | $6,341+44.5% |
| Admin fee / account holder | $15,994 | $11,228+42.4% | $7,407+115.9% | $12,309+29.9% |