Filed September 25, 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 | $263,029 | $94,031+179.7% | $115,768+127.2% | $82,448+219.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 7.25% | 20.61%-13.4pp | 100.46%-93.2pp | 41.64%-34.4pp |
| Employer contribution / active EE | $5,095 | $2,323+119.3% | $2,940+73.3% | $2,551+99.7% |
| Participant deferral / active EE | $4,923 | $3,972+23.9% | $4,917+0.1% | $4,139+18.9% |
| Admin fee / account holder | $78,955 | $10,249+670.3% | $12,439+534.7% | $7,234+991.4% |