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 | $139,084 | $58,577+137.4% | $83,333+66.9% | $64,186+116.7% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -3.50% | 9.65%-13.2pp | 10.63%-14.1pp | 7.63%-11.1pp |
| Employer contribution / active EE | $1,760 | $2,098-16.1% | $3,379-47.9% | $2,381-26.1% |
| Participant deferral / active EE | $3,127 | $4,654-32.8% | $5,565-43.8% | $3,470-9.9% |
| Admin fee / account holder | $2,998 | $9,275-67.7% | $7,510-60.1% | $4,888-38.7% |