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 | $192,706 | $60,124+220.5% | $90,404+113.2% | $79,858+141.3% |
| Participation rate | 98.0% | 65.0%+33.0pp | 72.7%+25.3pp | 69.6%+28.4pp |
| Annual return | 13.79% | 71.94%-58.2pp | 1293.02%-1279.2pp | 31.71%-17.9pp |
| Employer contribution / active EE | $5,451 | $2,068+163.6% | $3,262+67.1% | $2,471+120.6% |
| Participant deferral / active EE | $8,585 | $2,938+192.2% | $3,963+116.6% | $3,740+129.5% |
| Admin fee / account holder | $67,994 | $3,976+1609.9% | $5,611+1111.8% | $5,306+1181.4% |