Filed September 25, 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 | $447,054 | $154,228+189.9% | $145,433+207.4% | $137,256+225.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.27% | 74.59%-62.3pp | 66.58%-54.3pp | 220.34%-208.1pp |
| Employer contribution / active EE | $14,791 | $4,804+207.9% | $4,554+224.8% | $4,156+255.9% |
| Participant deferral / active EE | $12,464 | $8,216+51.7% | $7,897+57.8% | $6,407+94.5% |
| Admin fee / account holder | $1,685 | $14,344-88.3% | $13,129-87.2% | $12,270-86.3% |