Filed January 14, 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 | $137,670 | $52,903+160.2% | $73,307+87.8% | $59,632+130.9% |
| Participation rate | 76.5% | 68.2%+8.3pp | 74.9%+1.6pp | 68.7%+7.9pp |
| Annual return | -2.41% | 12.20%-14.6pp | 5.67%-8.1pp | 2041.28%-2043.7pp |
| Employer contribution / active EE | $1,987 | $1,909+4.1% | $3,237-38.6% | $2,203-9.8% |
| Participant deferral / active EE | $3,014 | $4,069-25.9% | $4,991-39.6% | $3,192-5.6% |
| Admin fee / account holder | $8,747 | $3,834+128.1% | $5,637+55.2% | $4,297+103.6% |