Filed January 7, 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.
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 | $943,858 | $135,635+595.9% | $110,238+756.2% | $135,375+597.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -0.33% | 513.19%-513.5pp | 314.74%-315.1pp | 519.73%-520.1pp |
| Employer contribution / active EE | $16,756 | $4,906+241.5% | $3,826+337.9% | $4,779+250.6% |
| Participant deferral / active EE | $5,404 | $5,506-1.9% | $4,672+15.7% | $5,609-3.7% |
| Admin fee / account holder | $24,046 | $11,457+109.9% | $8,547+181.3% | $10,827+122.1% |