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 | $358,306 | $73,867+385.1% | $143,757+149.2% | $68,494+423.1% |
| Participation rate | 93.0% | 66.7%+26.4pp | 80.3%+12.7pp | 67.9%+25.1pp |
| Annual return | -15.60% | 1.01%-16.6pp | -0.04%-15.6pp | -7.84%-7.8pp |
| Employer contribution / active EE | $2,054 | $3,184-35.5% | $4,951-58.5% | $2,596-20.9% |
| Participant deferral / active EE | $7,956 | $3,384+135.1% | $5,637+41.1% | $4,027+97.5% |
| Admin fee / account holder | $7,456 | $5,755+29.6% | $14,673-49.2% | $5,403+38.0% |