Filed August 24, 1990
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $995,207 | $211,958+369.5% | $169,463+487.3% | $135,375+635.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 40.30% | 3.26%+37.0pp | 1.83%+38.5pp | 519.73%-479.4pp |
| Employer contribution / active EE | $16,300 | $5,120+218.4% | $4,159+291.9% | $4,779+241.1% |
| Participant deferral / active EE | $9,262 | $6,075+52.5% | $5,277+75.5% | $5,609+65.1% |
| Admin fee / account holder | $113,056 | $11,471+885.6% | $9,109+1141.1% | $10,827+944.2% |