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 | $461,832 | $46,869+885.4% | $122,332+277.5% | $70,131+558.5% |
| Participation rate | 92.5% | 58.2%+34.3pp | 71.6%+20.8pp | 69.5%+22.9pp |
| Annual return | 19.47% | 24.22%-4.7pp | 30.27%-10.8pp | 73.14%-53.7pp |
| Employer contribution / active EE | $32,470 | $1,288+2421.3% | $4,050+701.6% | $2,342+1286.1% |
| Participant deferral / active EE | $8,896 | $2,166+310.6% | $3,287+170.6% | $3,332+167.0% |
| Admin fee / account holder | $27,831 | $3,322+737.7% | $5,478+408.1% | $4,645+499.1% |