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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $398,298 | $91,190+336.8% | $178,490+123.1% | $79,858+398.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 14.14% | 24.19%-10.0pp | 151.07%-136.9pp | 31.71%-17.6pp |
| Employer contribution / active EE | $2,776 | $3,256-14.7% | $5,011-44.6% | $2,471+12.3% |
| Participant deferral / active EE | $6,950 | $3,236+114.8% | $5,202+33.6% | $3,740+85.8% |
| Admin fee / account holder | $1,123 | $6,751-83.4% | $13,984-92.0% | $5,306-78.8% |