Filed November 15, 1991
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $263,767 | $201,272+31.0% | $184,203+43.2% | $145,922+80.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.94% | 29.00%-19.1pp | 28.81%-18.9pp | 561.29%-551.3pp |
| Employer contribution / active EE | $4,169 | $7,022-40.6% | $6,427-35.1% | $4,660-10.5% |
| Participant deferral / active EE | $4,994 | $9,806-49.1% | $9,131-45.3% | $6,688-25.3% |
| Admin fee / account holder | $977 | $16,364-94.0% | $13,901-93.0% | $13,397-92.7% |