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 | $591,782 | $109,817+438.9% | $98,442+501.1% | $167,490+253.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 12.13% | 1956.69%-1944.6pp | 1492.73%-1480.6pp | 478.56%-466.4pp |
| Employer contribution / active EE | $19,777 | $3,224+513.4% | $2,960+568.2% | $4,837+308.8% |
| Participant deferral / active EE | $12,045 | $4,673+157.7% | $4,276+181.7% | $6,341+89.9% |
| Admin fee / account holder | $7,046 | $6,753+4.3% | $5,949+18.4% | $12,309-42.8% |