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 | $347,225 | $77,899+345.7% | $149,673+132.0% | $75,163+362.0% |
| Participation rate | 90.9% | 65.6%+25.3pp | 78.8%+12.1pp | 67.2%+23.7pp |
| Annual return | 13.17% | 31.72%-18.5pp | 134.42%-121.2pp | 160.62%-147.4pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $9,383 | $3,411+175.1% | $5,680+65.2% | $4,125+127.5% |
| Admin fee / account holder | $81,619 | $5,956+1270.3% | $13,210+517.9% | $5,651+1344.3% |