Filed October 8, 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 | $372,127 | $98,750+276.8% | $149,696+148.6% | $79,858+366.0% |
| Participation rate | 97.5% | 75.8%+21.7pp | 82.5%+15.0pp | 69.6%+27.9pp |
| Annual return | 8.32% | 27.43%-19.1pp | 276.60%-268.3pp | 31.71%-23.4pp |
| Employer contribution / active EE | $10,089 | $3,216+213.7% | $4,644+117.2% | $2,471+308.3% |
| Participant deferral / active EE | $8,510 | $5,680+49.8% | $6,842+24.4% | $3,740+127.5% |
| Admin fee / account holder | $8,829 | $6,053+45.9% | $9,309-5.2% | $5,306+66.4% |