Filed July 3, 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 4-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 | $322,996 | $86,286+274.3% | $111,297+190.2% | $85,850+276.2% |
| Participation rate | 94.1% | 73.3%+20.8pp | 77.3%+16.8pp | 69.3%+24.8pp |
| Annual return | 1948.61% | 19.99%+1928.6pp | 54.65%+1894.0pp | 318.53%+1630.1pp |
| Employer contribution / active EE | $20,646 | $2,043+910.5% | $2,731+656.0% | $2,565+704.9% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,308 | $8,188-71.8% | $7,964-71.0% | $6,260-63.1% |