Filed December 21, 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 | $386,675 | $85,202+353.8% | $172,739+123.8% | $72,985+429.8% |
| Participation rate | 93.8% | 70.1%+23.7pp | 82.6%+11.1pp | 69.5%+24.3pp |
| Annual return | 21.97% | 27.32%-5.4pp | 802.84%-780.9pp | 81.00%-59.0pp |
| Employer contribution / active EE | $35,479 | $3,324+967.2% | $5,143+589.9% | $2,440+1354.1% |
| Participant deferral / active EE | $3,707 | $3,260+13.7% | $5,198-28.7% | $3,607+2.8% |
| Admin fee / account holder | $11,919 | $5,884+102.6% | $13,954-14.6% | $5,124+132.6% |