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 | $421,354 | $43,723+863.7% | $121,196+247.7% | $64,186+556.5% |
| Participation rate | 98.0% | 58.3%+39.7pp | 71.7%+26.3pp | 69.6%+28.5pp |
| Annual return | -8.03% | 68.91%-76.9pp | 16.93%-25.0pp | 7.63%-15.7pp |
| Employer contribution / active EE | $36,840 | $1,296+2742.0% | $4,022+816.0% | $2,381+1447.3% |
| Participant deferral / active EE | $9,533 | $2,280+318.1% | $3,344+185.0% | $3,470+174.8% |
| Admin fee / account holder | $18,304 | $3,501+422.8% | $5,019+264.7% | $4,888+274.5% |