Filed February 20, 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 | $272,711 | $43,075+533.1% | $74,583+265.6% | $62,891+333.6% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | 10.74% | 17.50%-6.8pp | 20.47%-9.7pp | 20.14%-9.4pp |
| Employer contribution / active EE | $4,088 | $1,498+172.9% | $2,525+61.9% | $2,281+79.2% |
| Participant deferral / active EE | $9,503 | $2,389+297.7% | $3,458+174.8% | $3,203+196.7% |
| Admin fee / account holder | $15,222 | $2,840+436.0% | $4,138+267.9% | $4,296+254.4% |