Filed January 18, 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 | $428,190 | $107,934+296.7% | $91,989+365.5% | $152,861+180.1% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 19.20% | 89.24%-70.0pp | 69.02%-49.8pp | 345.32%-326.1pp |
| Employer contribution / active EE | $11,911 | $4,210+182.9% | $3,452+245.1% | $4,762+150.1% |
| Participant deferral / active EE | $5,287 | $6,364-16.9% | $5,923-10.7% | $5,850-9.6% |
| Admin fee / account holder | $18,779 | $10,520+78.5% | $7,743+142.5% | $11,596+61.9% |