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 | $176,239 | $65,409+169.4% | $98,442+79.0% | $85,850+105.3% |
| Participation rate | 98.0% | 65.0%+33.0pp | 73.3%+24.7pp | 69.3%+28.7pp |
| Annual return | 12.85% | 21.76%-8.9pp | 1492.73%-1479.9pp | 318.53%-305.7pp |
| Employer contribution / active EE | $5,383 | $2,168+148.3% | $2,960+81.9% | $2,565+109.8% |
| Participant deferral / active EE | $8,430 | $3,166+166.2% | $4,276+97.1% | $3,952+113.3% |
| Admin fee / account holder | $42,165 | $4,593+818.1% | $5,949+608.7% | $6,260+573.6% |