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 | $94,625+178.0% | $116,228+126.3% | $84,808+210.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 7.25% | 20.40%-13.2pp | 90.06%-82.8pp | 40.90%-33.6pp |
| Employer contribution / active EE | $5,095 | $2,347+117.1% | $2,994+70.1% | $2,631+93.7% |
| Participant deferral / active EE | $4,923 | $3,972+23.9% | $4,953-0.6% | $4,212+16.9% |
| Admin fee / account holder | $78,955 | $10,091+682.4% | $11,989+558.6% | $7,344+975.1% |