Filed December 21, 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 | $271,953 | $84,233+222.9% | $170,442+59.6% | $70,131+287.8% |
| Participation rate | 92.0% | 70.8%+21.2pp | 83.6%+8.4pp | 69.5%+22.5pp |
| Annual return | 11.56% | 23.06%-11.5pp | 205.93%-194.4pp | 73.14%-61.6pp |
| Employer contribution / active EE | $4,597 | $3,387+35.7% | $5,433-15.4% | $2,342+96.2% |
| Participant deferral / active EE | $3,592 | $3,086+16.4% | $4,939-27.3% | $3,332+7.8% |
| Admin fee / account holder | $14,725 | $5,698+158.4% | $13,880+6.1% | $4,645+217.0% |