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 | $413,138 | $111,301+271.2% | $112,977+265.7% | $158,922+160.0% |
| Participation rate | 95.8% | 83.5%+12.3pp | 82.6%+13.3pp | 82.0%+13.9pp |
| Annual return | 1.72% | 26.40%-24.7pp | 24.24%-22.5pp | 302.83%-301.1pp |
| Employer contribution / active EE | $8,784 | $4,471+96.5% | $4,255+106.4% | $4,761+84.5% |
| Participant deferral / active EE | $7,823 | $5,880+33.1% | $5,836+34.1% | $5,982+30.8% |
| Admin fee / account holder | $20,289 | $8,392+141.8% | $6,294+222.4% | $11,246+80.4% |