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 | $153,429 | $59,107+159.6% | $86,436+77.5% | $68,494+124.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.50% | -0.23%-13.3pp | 4394.89%-4408.4pp | -7.84%-5.7pp |
| Employer contribution / active EE | $2,236 | $2,519-11.2% | $3,769-40.7% | $2,596-13.9% |
| Participant deferral / active EE | $3,737 | $5,901-36.7% | $6,952-46.2% | $4,027-7.2% |
| Admin fee / account holder | $14,632 | $5,637+159.6% | $6,731+117.4% | $5,403+170.8% |