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.
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $294,655 | $138,065+113.4% | $123,544+138.5% | $135,375+117.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.16% | 153.68%-157.8pp | 119.20%-123.4pp | 519.73%-523.9pp |
| Employer contribution / active EE | $2,689 | $5,151-47.8% | $4,628-41.9% | $4,779-43.7% |
| Participant deferral / active EE | $19,021 | $6,799+179.8% | $6,426+196.0% | $5,609+239.1% |
| Admin fee / account holder | $5,715 | $10,916-47.6% | $9,284-38.4% | $10,827-47.2% |