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 | $183,171 | $49,177+272.5% | $79,464+130.5% | $64,186+185.4% |
| Participation rate | 96.2% | 65.0%+31.1pp | 73.3%+22.8pp | 69.6%+26.6pp |
| Annual return | -1.29% | -1.16%-0.1pp | 718.14%-719.4pp | 7.63%-8.9pp |
| Employer contribution / active EE | $4,503 | $2,076+116.9% | $2,800+60.8% | $2,381+89.1% |
| Participant deferral / active EE | $7,324 | $2,821+159.6% | $3,704+97.7% | $3,470+111.1% |
| Admin fee / account holder | $2,129 | $3,839-44.6% | $5,113-58.4% | $4,888-56.5% |