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.)
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 | $605,798 | $124,281+387.4% | $109,143+455.1% | $167,490+261.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 4.88% | 26.04%-21.2pp | 25.75%-20.9pp | 478.56%-473.7pp |
| Employer contribution / active EE | $8,931 | $4,207+112.3% | $3,722+140.0% | $4,837+84.6% |
| Participant deferral / active EE | $9,910 | $5,255+88.6% | $4,653+113.0% | $6,341+56.3% |
| Admin fee / account holder | $31,918 | $7,970+300.5% | $6,752+372.7% | $12,309+159.3% |