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 | $488,045 | $102,966+374.0% | $90,281+440.6% | $152,861+219.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 15.66% | 95.16%-79.5pp | 78.10%-62.4pp | 345.32%-329.7pp |
| Employer contribution / active EE | $18,775 | $3,139+498.2% | $2,854+557.7% | $4,762+294.2% |
| Participant deferral / active EE | $14,733 | $4,281+244.1% | $3,885+279.2% | $5,850+151.8% |
| Admin fee / account holder | $61,003 | $6,171+888.6% | $5,351+1040.0% | $11,596+426.0% |