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 | $508,456 | $133,958+279.6% | $112,228+353.1% | $134,475+278.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.35% | 47.11%-63.5pp | 27.45%-43.8pp | 417.96%-434.3pp |
| Employer contribution / active EE | $5,075 | $4,038+25.7% | $3,635+39.6% | $4,740+7.1% |
| Participant deferral / active EE | $10,112 | $5,291+91.1% | $4,728+113.9% | $6,400+58.0% |
| Admin fee / account holder | $13,518 | $7,489+80.5% | $6,410+110.9% | $11,426+18.3% |