Filed March 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 | $551,900 | $84,233+555.2% | $170,442+223.8% | $70,131+687.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 12.09% | 23.06%-11.0pp | 205.93%-193.8pp | 73.14%-61.1pp |
| Employer contribution / active EE | $9,451 | $3,387+179.1% | $5,433+74.0% | $2,342+303.5% |
| Participant deferral / active EE | $8,446 | $3,086+173.7% | $4,939+71.0% | $3,332+153.5% |
| Admin fee / account holder | $25,808 | $5,698+352.9% | $13,880+85.9% | $4,645+455.6% |