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 | $222,854 | $54,762+306.9% | $90,281+146.8% | $72,985+205.3% |
| Participation rate | 94.4% | 65.1%+29.3pp | 73.3%+21.2pp | 69.5%+25.0pp |
| Annual return | 22.03% | 30.63%-8.6pp | 78.10%-56.1pp | 81.00%-59.0pp |
| Employer contribution / active EE | $4,735 | $2,092+126.3% | $2,854+65.9% | $2,440+94.1% |
| Participant deferral / active EE | $7,428 | $2,887+157.3% | $3,885+91.2% | $3,607+105.9% |
| Admin fee / account holder | $7,660 | $3,972+92.9% | $5,351+43.1% | $5,124+49.5% |