Filed December 21, 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.
Employer 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $389,261 | $75,828+413.3% | $147,614+163.7% | $59,632+552.8% |
| Participation rate | 98.2% | 71.6%+26.6pp | 84.6%+13.6pp | 68.7%+29.5pp |
| Annual return | -0.94% | 0.37%-1.3pp | 61.98%-62.9pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $21 | $3,485-99.4% | $5,564-99.6% | $2,203-99.1% |
| Participant deferral / active EE | $1,552 | $3,130-50.4% | $4,895-68.3% | $3,192-51.4% |
| Admin fee / account holder | $5,409 | $5,985-9.6% | $11,611-53.4% | $4,297+25.9% |