Filed September 24, 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 | $466,350 | $54,705+752.5% | $71,209+554.9% | $84,808+449.9% |
| Participation rate | 98.7% | 64.1%+34.6pp | 73.8%+24.9pp | 68.3%+30.4pp |
| Annual return | 13.12% | 35.90%-22.8pp | 282.51%-269.4pp | 40.90%-27.8pp |
| Employer contribution / active EE | $11,333 | $2,158+425.2% | $2,721+316.5% | $2,631+330.8% |
| Participant deferral / active EE | $16,763 | $3,030+453.2% | $4,175+301.5% | $4,212+298.0% |
| Admin fee / account holder | $10,460 | $4,863+115.1% | $5,349+95.6% | $7,344+42.4% |