Filed October 9, 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 | $702,501 | $180,749+288.7% | $160,784+336.9% | $137,256+411.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 13.11% | 2234.46%-2221.4pp | 1803.92%-1790.8pp | 220.34%-207.2pp |
| Employer contribution / active EE | $10,059 | $4,155+142.1% | $3,733+169.5% | $4,156+142.0% |
| Participant deferral / active EE | $16,795 | $6,844+145.4% | $6,293+166.9% | $6,407+162.1% |
| Admin fee / account holder | $118,738 | $10,397+1042.1% | $9,717+1122.0% | $12,270+867.7% |