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 | $413,266 | $73,867+459.5% | $143,757+187.5% | $68,494+503.4% |
| Participation rate | 92.9% | 66.7%+26.2pp | 80.3%+12.6pp | 67.9%+25.0pp |
| Annual return | -15.67% | 1.01%-16.7pp | -0.04%-15.6pp | -7.84%-7.8pp |
| Employer contribution / active EE | $43,775 | $3,184+1274.8% | $4,951+784.2% | $2,596+1586.1% |
| Participant deferral / active EE | $4,653 | $3,384+37.5% | $5,637-17.5% | $4,027+15.5% |
| Admin fee / account holder | $21,025 | $5,755+265.4% | $14,673+43.3% | $5,403+289.2% |