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 | $2,100,025 | $189,613+1007.5% | $167,512+1153.7% | $142,382+1374.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 10.50% | 2024.68%-2014.2pp | 1615.79%-1605.3pp | 217.08%-206.6pp |
| Employer contribution / active EE | $24,250 | $4,349+457.6% | $3,882+524.7% | $4,299+464.1% |
| Participant deferral / active EE | $11,527 | $6,981+65.1% | $6,405+80.0% | $6,507+77.1% |
| Admin fee / account holder | $8,638 | $10,528-18.0% | $9,769-11.6% | $12,624-31.6% |