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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,544,054 | $202,432+662.8% | $169,368+811.7% | $139,434+1007.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 6.77% | 531.74%-525.0pp | 405.60%-398.8pp | 372.94%-366.2pp |
| Employer contribution / active EE | $26,817 | $4,692+471.5% | $4,013+568.3% | $4,751+464.5% |
| Participant deferral / active EE | $11,159 | $6,938+60.8% | $6,221+79.4% | $6,710+66.3% |
| Admin fee / account holder | $6,301 | $10,708-41.2% | $9,003-30.0% | $11,403-44.7% |