Filed May 30, 1990
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $310,653 | $150,440+106.5% | $136,294+127.9% | $147,584+110.5% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 20.82% | 1049.08%-1028.3pp | 5155.94%-5135.1pp | 578.55%-557.7pp |
| Employer contribution / active EE | $791 | $5,256-84.9% | $4,695-83.1% | $4,876-83.8% |
| Participant deferral / active EE | $8,731 | $6,630+31.7% | $6,247+39.8% | $5,439+60.5% |
| Admin fee / account holder | $11,997 | $10,905+10.0% | $9,243+29.8% | $10,885+10.2% |