Filed December 29, 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 | $273,909 | $84,233+225.2% | $170,442+60.7% | $70,131+290.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 10.19% | 23.06%-12.9pp | 205.93%-195.7pp | 73.14%-62.9pp |
| Employer contribution / active EE | $8,893 | $3,387+162.6% | $5,433+63.7% | $2,342+279.6% |
| Participant deferral / active EE | $5,492 | $3,086+78.0% | $4,939+11.2% | $3,332+64.8% |
| Admin fee / account holder | $2,467 | $5,698-56.7% | $13,880-82.2% | $4,645-46.9% |