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 | $440,539 | $91,190+383.1% | $178,490+146.8% | $79,858+451.7% |
| Participation rate | 98.7% | 69.2%+29.5pp | 81.9%+16.8pp | 69.6%+29.1pp |
| Annual return | 13.44% | 24.19%-10.7pp | 151.07%-137.6pp | 31.71%-18.3pp |
| Employer contribution / active EE | $40,559 | $3,256+1145.8% | $5,011+709.5% | $2,471+1541.5% |
| Participant deferral / active EE | $5,601 | $3,236+73.1% | $5,202+7.7% | $3,740+49.8% |
| Admin fee / account holder | $31,050 | $6,751+359.9% | $13,984+122.0% | $5,306+485.2% |