Filed February 18, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $163,054 | $97,757+66.8% | $83,848+94.5% | $135,375+20.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 11.32% | 1287.37%-1276.1pp | 850.88%-839.6pp | 519.73%-508.4pp |
| Employer contribution / active EE | $118 | $4,222-97.2% | $3,631-96.8% | $4,779-97.5% |
| Participant deferral / active EE | $7,110 | $4,682+51.8% | $4,082+74.2% | $5,609+26.8% |
| Admin fee / account holder | $9,339 | $6,674+39.9% | $5,478+70.5% | $10,827-13.7% |