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 | $459,140 | $46,674+883.7% | $117,472+290.9% | $68,494+570.3% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -17.89% | -14.52%-3.4pp | 29.74%-47.6pp | -7.84%-10.0pp |
| Employer contribution / active EE | $38,643 | $1,505+2468.4% | $4,176+825.4% | $2,596+1388.4% |
| Participant deferral / active EE | $12,267 | $2,636+365.3% | $4,070+201.4% | $4,027+204.6% |
| Admin fee / account holder | $49,470 | $4,020+1130.7% | $5,645+776.4% | $5,403+815.7% |