Filed December 22, 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 | $274,483 | $81,233+237.9% | $155,567+76.4% | $80,874+239.4% |
| Participation rate | 92.7% | 66.2%+26.4pp | 78.2%+14.5pp | 67.6%+25.0pp |
| Annual return | 8.68% | 33.33%-24.6pp | 64.74%-56.1pp | 35.62%-26.9pp |
| Employer contribution / active EE | $30,054 | $3,101+869.2% | $4,674+543.0% | $2,756+990.6% |
| Participant deferral / active EE | $3,310 | $3,452-4.1% | $5,628-41.2% | $4,297-23.0% |
| Admin fee / account holder | $63,107 | $7,998+689.1% | $15,916+296.5% | $6,935+810.0% |