Filed August 20, 1991
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 | $605,554 | $51,576+1074.1% | $129,207+368.7% | $80,856+648.9% |
| Participation rate | 96.6% | 57.0%+39.6pp | 69.6%+27.0pp | 67.6%+29.0pp |
| Annual return | 16.67% | 20.81%-4.1pp | 9417.33%-9400.7pp | 35.59%-18.9pp |
| Employer contribution / active EE | $40,332 | $1,584+2446.6% | $4,153+871.1% | $2,755+1364.1% |
| Participant deferral / active EE | $11,933 | $2,669+347.1% | $4,168+186.3% | $4,296+177.8% |
| Admin fee / account holder | $2,978 | $4,305-30.8% | $7,715-61.4% | $6,918-57.0% |