Filed January 28, 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 | $524,775 | $90,600+479.2% | $79,464+560.4% | $135,375+287.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.07% | 977.43%-981.5pp | 718.14%-722.2pp | 519.73%-523.8pp |
| Employer contribution / active EE | $25,313 | $3,068+725.1% | $2,800+803.9% | $4,779+429.7% |
| Participant deferral / active EE | $11,120 | $4,050+174.6% | $3,704+200.2% | $5,609+98.3% |
| Admin fee / account holder | $6,667 | $5,907+12.9% | $5,113+30.4% | $10,827-38.4% |