Filed December 16, 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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,817 | $72,071+249.4% | $68,368+268.3% | $137,256+83.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 4.50% | 353.14%-348.6pp | 292.57%-288.1pp | 220.34%-215.8pp |
| Employer contribution / active EE | $5,331 | $2,788+91.2% | $2,649+101.3% | $4,156+28.3% |
| Participant deferral / active EE | $8,594 | $4,410+94.9% | $4,123+108.5% | $6,407+34.1% |
| Admin fee / account holder | $1,830 | $5,336-65.7% | $5,150-64.5% | $12,270-85.1% |