Filed December 29, 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.)
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 | $546,420 | $80,717+577.0% | $154,803+253.0% | $84,808+544.3% |
| Participation rate | 96.0% | 66.8%+29.2pp | 78.1%+17.9pp | 68.3%+27.7pp |
| Annual return | 12.18% | 37.96%-25.8pp | 58.88%-46.7pp | 40.90%-28.7pp |
| Employer contribution / active EE | $33,887 | $2,761+1127.2% | $4,305+687.1% | $2,631+1188.0% |
| Participant deferral / active EE | $24,893 | $3,303+653.6% | $5,540+349.3% | $4,212+491.0% |
| Admin fee / account holder | $251,394 | $6,746+3626.8% | $14,329+1654.4% | $7,344+3323.2% |