Filed September 17, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $333,304 | $284,329+17.2% | $147,614+125.8% | - |
| Participation rate | 86.9% | 62.7%+24.1pp | 84.6%+2.2pp | - |
| Annual return | -1.30% | 0.73%-2.0pp | 61.98%-63.3pp | - |
| Employer contribution / active EE | $13,583 | $2,124+539.5% | $5,564+144.1% | - |
| Participant deferral / active EE | $10,586 | $1,895+458.7% | $4,895+116.3% | - |
| Admin fee / account holder | $14,578 | $35,034-58.4% | $11,611+25.6% | - |