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 | $515,544 | $48,570+961.4% | $130,648+294.6% | $72,985+606.4% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 24.94% | 38.63%-13.7pp | 1708.96%-1684.0pp | 81.00%-56.1pp |
| Employer contribution / active EE | $40,576 | $1,334+2941.5% | $4,092+891.7% | $2,440+1563.1% |
| Participant deferral / active EE | $11,453 | $2,384+380.5% | $3,603+217.9% | $3,607+217.5% |
| Admin fee / account holder | $45,438 | $3,549+1180.3% | $5,464+731.5% | $5,124+786.7% |