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 | $1,378,687 | $226,064+509.9% | $182,532+655.3% | $152,861+801.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 35.82% | 192.51%-156.7pp | 148.54%-112.7pp | 345.32%-309.5pp |
| Employer contribution / active EE | $17,200 | $4,978+245.5% | $4,076+322.0% | $4,762+261.2% |
| Participant deferral / active EE | $9,756 | $6,368+53.2% | $5,524+76.6% | $5,850+66.8% |
| Admin fee / account holder | $5,768 | $10,703-46.1% | $8,592-32.9% | $11,596-50.3% |