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 | $271,928 | $85,202+219.2% | $172,739+57.4% | $72,985+272.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 2.90% | 27.32%-24.4pp | 802.84%-799.9pp | 81.00%-78.1pp |
| Employer contribution / active EE | $10,623 | $3,324+219.5% | $5,143+106.6% | $2,440+335.4% |
| Participant deferral / active EE | $6,635 | $3,260+103.5% | $5,198+27.7% | $3,607+83.9% |
| Admin fee / account holder | $2,014 | $5,884-65.8% | $13,954-85.6% | $5,124-60.7% |