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 | $513,759 | $106,515+382.3% | $96,683+431.4% | $139,434+268.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.29% | 38.43%-23.1pp | 35.69%-20.4pp | 372.94%-357.7pp |
| Employer contribution / active EE | $10,649 | $4,103+159.6% | $3,737+185.0% | $4,751+124.2% |
| Participant deferral / active EE | $10,801 | $5,454+98.0% | $4,878+121.4% | $6,710+61.0% |
| Admin fee / account holder | $10,147 | $7,877+28.8% | $6,730+50.8% | $11,403-11.0% |