Filed February 20, 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 | $218,492 | $39,798+449.0% | $67,711+222.7% | $59,632+266.4% |
| Participation rate | 100.0% | 57.4%+42.6pp | 67.5%+32.5pp | 68.7%+31.3pp |
| Annual return | -2.17% | 89.94%-92.1pp | 25.41%-27.6pp | 2041.28%-2043.4pp |
| Employer contribution / active EE | $3,513 | $1,393+152.2% | $2,559+37.3% | $2,203+59.5% |
| Participant deferral / active EE | $7,164 | $2,335+206.8% | $3,585+99.8% | $3,192+124.5% |
| Admin fee / account holder | $14,860 | $3,212+362.7% | $4,255+249.3% | $4,297+245.8% |