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.)
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 | $945,533 | $152,587+519.7% | $125,175+655.4% | $152,861+518.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 8.82% | 54.84%-46.0pp | 43.79%-35.0pp | 345.32%-336.5pp |
| Employer contribution / active EE | $6,932 | $4,946+40.1% | $3,865+79.3% | $4,762+45.6% |
| Participant deferral / active EE | $4,909 | $5,868-16.3% | $4,937-0.6% | $5,850-16.1% |
| Admin fee / account holder | $531 | $13,434-96.1% | $9,702-94.5% | $11,596-95.4% |