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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $336,765 | $76,552+339.9% | $123,892+171.8% | $62,891+435.5% |
| Participation rate | 71.6% | 73.0%-1.4pp | 81.4%-9.8pp | 69.3%+2.3pp |
| Annual return | -1.99% | 18.68%-20.7pp | 47.52%-49.5pp | 20.14%-22.1pp |
| Employer contribution / active EE | $17,557 | $2,883+509.1% | $4,617+280.3% | $2,281+669.7% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $6,714 | $4,826+39.1% | $8,357-19.7% | $4,296+56.3% |