Filed September 18, 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 | $289,594 | $94,625+206.0% | $116,228+149.2% | $84,808+241.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | -39.70% | 20.40%-60.1pp | 90.06%-129.8pp | 40.90%-80.6pp |
| Employer contribution / active EE | $9,815 | $2,347+318.3% | $2,994+227.8% | $2,631+273.1% |
| Participant deferral / active EE | $13,916 | $3,972+250.4% | $4,953+180.9% | $4,212+230.4% |
| Admin fee / account holder | $26,513 | $10,091+162.7% | $11,989+121.1% | $7,344+261.0% |