Filed December 30, 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 | $1,250,106 | $85,202+1367.2% | $172,739+623.7% | $72,985+1612.8% |
| Participation rate | 97.9% | 70.1%+27.8pp | 82.6%+15.2pp | 69.5%+28.4pp |
| Annual return | 3.03% | 27.32%-24.3pp | 802.84%-799.8pp | 81.00%-78.0pp |
| Employer contribution / active EE | $54,029 | $3,324+1525.3% | $5,143+950.6% | $2,440+2114.4% |
| Participant deferral / active EE | $2,342 | $3,260-28.2% | $5,198-54.9% | $3,607-35.1% |
| Admin fee / account holder | $53,026 | $5,884+801.2% | $13,954+280.0% | $5,124+934.8% |