Filed September 24, 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 | $350,039 | $75,963+360.8% | $97,995+257.2% | $70,131+399.1% |
| Participation rate | 92.3% | 77.0%+15.3pp | 82.4%+9.9pp | 69.5%+22.8pp |
| Annual return | 11.98% | 19.26%-7.3pp | 23.94%-12.0pp | 73.14%-61.2pp |
| Employer contribution / active EE | $8,451 | $3,278+157.8% | $4,158+103.2% | $2,342+260.8% |
| Participant deferral / active EE | $7,732 | $4,053+90.8% | $5,097+51.7% | $3,332+132.1% |
| Admin fee / account holder | $29,512 | $5,407+445.8% | $5,943+396.5% | $4,645+535.3% |