Filed January 24, 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 | $200,507 | $53,127+277.4% | $86,590+131.6% | $70,131+185.9% |
| Participation rate | 97.9% | 65.3%+32.6pp | 73.5%+24.3pp | 69.5%+28.3pp |
| Annual return | 19.98% | 27.66%-7.7pp | 964.84%-944.9pp | 73.14%-53.2pp |
| Employer contribution / active EE | $5,014 | $2,068+142.4% | $2,839+76.6% | $2,342+114.0% |
| Participant deferral / active EE | $7,093 | $2,696+163.1% | $3,609+96.5% | $3,332+112.9% |
| Admin fee / account holder | $1,598 | $3,585-55.4% | $4,906-67.4% | $4,645-65.6% |