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 | $313,931 | $39,162+701.6% | $100,671+211.8% | $59,632+426.4% |
| Participation rate | 100.0% | 55.9%+44.1pp | 70.7%+29.3pp | 68.7%+31.3pp |
| Annual return | -1.78% | 21.07%-22.8pp | 20.43%-22.2pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $34,818 | $1,151+2926.0% | $4,012+767.8% | $2,203+1480.8% |
| Participant deferral / active EE | $11,496 | $1,992+477.1% | $3,144+265.7% | $3,192+260.2% |
| Admin fee / account holder | $11,251 | $2,969+278.9% | $4,850+132.0% | $4,297+161.8% |