Filed June 20, 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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $399,961 | $112,729+254.8% | $98,716+305.2% | $137,256+191.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 9.53% | 38.48%-28.9pp | 31.81%-22.3pp | 220.34%-210.8pp |
| Employer contribution / active EE | $13,837 | $2,725+407.7% | $2,279+507.3% | $4,156+232.9% |
| Participant deferral / active EE | $23,500 | $4,640+406.4% | $4,048+480.6% | $6,407+266.8% |
| Admin fee / account holder | $7,986 | $10,129-21.2% | $8,703-8.2% | $12,270-34.9% |