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 | $1,015,580 | $126,574+702.4% | $106,213+856.2% | $145,922+596.0% |
| Participation rate | 83.3% | 77.6%+5.7pp | 75.3%+8.1pp | 80.3%+3.1pp |
| Annual return | 13.61% | 224.79%-211.2pp | 116.14%-102.5pp | 561.29%-547.7pp |
| Employer contribution / active EE | $9,136 | $3,730+144.9% | $3,171+188.1% | $4,660+96.1% |
| Participant deferral / active EE | $9,086 | $5,724+58.7% | $5,016+81.1% | $6,688+35.9% |
| Admin fee / account holder | $31,242 | $17,304+80.6% | $11,033+183.2% | $13,397+133.2% |