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 | $1,525,969 | $77,899+1858.9% | $149,673+919.5% | $75,163+1930.2% |
| Participation rate | 96.1% | 65.6%+30.5pp | 78.8%+17.3pp | 67.2%+28.9pp |
| Annual return | 9.96% | 31.72%-21.8pp | 134.42%-124.5pp | 160.62%-150.7pp |
| Employer contribution / active EE | $58,370 | $3,137+1760.5% | $4,818+1111.6% | $2,670+2086.3% |
| Participant deferral / active EE | $3,007 | $3,411-11.9% | $5,680-47.1% | $4,125-27.1% |
| Admin fee / account holder | $10,577 | $5,956+77.6% | $13,210-19.9% | $5,651+87.2% |