Filed October 21, 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 | $115,223 | $171,865-33.0% | $149,718-23.0% | $147,584-21.9% |
| Participation rate | 94.1% | 88.2%+5.9pp | 87.1%+7.0pp | 82.8%+11.3pp |
| Annual return | 9.75% | 2113.22%-2103.5pp | 1501.63%-1491.9pp | 578.55%-568.8pp |
| Employer contribution / active EE | $2,998 | $6,275-52.2% | $5,445-44.9% | $4,876-38.5% |
| Participant deferral / active EE | $6,210 | $7,271-14.6% | $6,569-5.5% | $5,439+14.2% |
| Admin fee / account holder | $10,792 | $13,799-21.8% | $11,283-4.4% | $10,885-0.9% |