Filed October 25, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,065 | $140,986+34.1% | $198,754-4.9% | $116,875+61.8% |
| Participation rate | 77.9% | 77.3%+0.6pp | 81.4%-3.5pp | 74.5%+3.4pp |
| Annual return | 12.78% | 18.14%-5.4pp | 4947.04%-4934.3pp | 16.29%-3.5pp |
| Employer contribution / active EE | $1,392 | $4,137-66.4% | $4,008-65.3% | $3,288-57.7% |
| Participant deferral / active EE | $4,376 | $3,620+20.9% | $4,138+5.7% | $3,885+12.6% |
| Admin fee / account holder | $20,297 | $11,748+72.8% | $12,082+68.0% | $12,263+65.5% |