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 | $801,124 | $105,860+656.8% | $90,749+782.8% | $134,475+495.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -16.59% | -11.01%-5.6pp | -12.16%-4.4pp | 417.96%-434.6pp |
| Employer contribution / active EE | $10,801 | $3,462+212.0% | $2,921+269.8% | $4,740+127.9% |
| Participant deferral / active EE | $11,616 | $5,216+122.7% | $4,564+154.5% | $6,400+81.5% |
| Admin fee / account holder | $66,911 | $13,938+380.1% | $8,445+692.3% | $11,426+485.6% |