Filed February 18, 1991
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 | $297,421 | $124,281+139.3% | $109,143+172.5% | $167,490+77.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 16.83% | 26.04%-9.2pp | 25.75%-8.9pp | 478.56%-461.7pp |
| Employer contribution / active EE | $744 | $4,207-82.3% | $3,722-80.0% | $4,837-84.6% |
| Participant deferral / active EE | $7,262 | $5,255+38.2% | $4,653+56.1% | $6,341+14.5% |
| Admin fee / account holder | $18,699 | $7,970+134.6% | $6,752+176.9% | $12,309+51.9% |