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 | $510,782 | $49,173+938.8% | $121,098+321.8% | $75,163+579.6% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 18.32% | 55.99%-37.7pp | 985.75%-967.4pp | 160.62%-142.3pp |
| Employer contribution / active EE | $40,189 | $1,546+2500.2% | $4,164+865.2% | $2,670+1405.3% |
| Participant deferral / active EE | $11,789 | $2,628+348.7% | $4,080+189.0% | $4,125+185.8% |
| Admin fee / account holder | $35,166 | $3,942+792.1% | $5,644+523.0% | $5,651+522.3% |