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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,410,636 | $190,805+639.3% | $159,960+781.9% | $134,475+949.0% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -11.74% | 552.23%-564.0pp | 408.60%-420.3pp | 417.96%-429.7pp |
| Employer contribution / active EE | $19,417 | $4,995+288.7% | $4,226+359.5% | $4,740+309.7% |
| Participant deferral / active EE | $10,070 | $6,923+45.5% | $6,182+62.9% | $6,400+57.4% |
| Admin fee / account holder | $6,409 | $10,471-38.8% | $8,698-26.3% | $11,426-43.9% |