Filed December 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 | $264,914 | $81,248+226.1% | $155,509+70.4% | $80,856+227.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 10.25% | 33.31%-23.1pp | 64.67%-54.4pp | 35.59%-25.3pp |
| Employer contribution / active EE | $9,948 | $3,100+220.9% | $4,672+112.9% | $2,755+261.1% |
| Participant deferral / active EE | $6,288 | $3,452+82.2% | $5,626+11.8% | $4,296+46.4% |
| Admin fee / account holder | $4,948 | $7,997-38.1% | $15,912-68.9% | $6,918-28.5% |