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 | $1,253,210 | $91,190+1274.3% | $178,490+602.1% | $79,858+1469.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 2.73% | 24.19%-21.5pp | 151.07%-148.3pp | 31.71%-29.0pp |
| Employer contribution / active EE | $58,734 | $3,256+1704.0% | $5,011+1072.2% | $2,471+2277.1% |
| Participant deferral / active EE | $1,983 | $3,236-38.7% | $5,202-61.9% | $3,740-47.0% |
| Admin fee / account holder | $59,831 | $6,751+786.3% | $13,984+327.9% | $5,306+1027.6% |