Filed January 7, 1993
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 | $785,526 | $179,726+337.1% | $156,263+402.7% | $142,382+451.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 10.31% | 77.86%-67.5pp | 59.47%-49.2pp | 217.08%-206.8pp |
| Employer contribution / active EE | $47,320 | $5,069+833.5% | $4,333+992.1% | $4,299+1000.7% |
| Participant deferral / active EE | $6,237 | $6,956-10.3% | $6,158+1.3% | $6,507-4.2% |
| Admin fee / account holder | $50,716 | $17,272+193.6% | $14,255+255.8% | $12,624+301.8% |