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 | $372,800 | $41,377+801.0% | $109,313+241.0% | $62,891+492.8% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | 19.33% | 11.05%+8.3pp | 22.07%-2.7pp | 20.14%-0.8pp |
| Employer contribution / active EE | $33,228 | $1,276+2504.1% | $3,892+753.7% | $2,281+1356.8% |
| Participant deferral / active EE | $10,103 | $2,045+394.0% | $3,166+219.1% | $3,203+215.4% |
| Admin fee / account holder | $22,782 | $2,884+690.0% | $5,666+302.1% | $4,296+430.4% |