Filed June 2, 1988
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 9-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 | $479,700 | $115,770+314.4% | $101,248+373.8% | $158,922+201.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 9.60% | 56.14%-46.5pp | 46.47%-36.9pp | 302.83%-293.2pp |
| Employer contribution / active EE | $4,983 | $4,175+19.4% | $3,660+36.2% | $4,761+4.7% |
| Participant deferral / active EE | $10,522 | $4,957+112.3% | $4,370+140.8% | $5,982+75.9% |
| Admin fee / account holder | $330,906 | $7,245+4467.4% | $5,945+5465.7% | $11,246+2842.5% |