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 | $351,029 | $109,327+221.1% | $89,391+292.7% | $158,922+120.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 17.57% | 345.68%-328.1pp | 245.62%-228.0pp | 302.83%-285.3pp |
| Employer contribution / active EE | $5,897 | $3,170+86.1% | $2,586+128.1% | $4,761+23.9% |
| Participant deferral / active EE | $10,263 | $4,598+123.2% | $3,890+163.8% | $5,982+71.6% |
| Admin fee / account holder | $9,832 | $6,153+59.8% | $4,881+101.4% | $11,246-12.6% |