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 | $599,680 | $53,777+1015.1% | $134,143+347.0% | $79,858+650.9% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 15.62% | 19.01%-3.4pp | 36.33%-20.7pp | 31.71%-16.1pp |
| Employer contribution / active EE | $42,819 | $1,321+3140.7% | $3,704+1056.1% | $2,471+1633.0% |
| Participant deferral / active EE | $12,259 | $2,420+406.6% | $3,499+250.4% | $3,740+227.8% |
| Admin fee / account holder | $85,536 | $3,984+2047.0% | $6,684+1179.7% | $5,306+1512.0% |