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.
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 | $431,795 | $77,899+454.3% | $149,673+188.5% | $75,163+474.5% |
| Participation rate | 90.4% | 65.6%+24.8pp | 78.8%+11.7pp | 67.2%+23.2pp |
| Annual return | 10.12% | 31.72%-21.6pp | 134.42%-124.3pp | 160.62%-150.5pp |
| Employer contribution / active EE | $39,087 | $3,137+1145.8% | $4,818+711.3% | $2,670+1364.0% |
| Participant deferral / active EE | $8,585 | $3,411+151.7% | $5,680+51.2% | $4,125+108.1% |
| Admin fee / account holder | $30,349 | $5,956+409.5% | $13,210+129.7% | $5,651+437.1% |