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 | $205,720 | $58,208+253.4% | $81,812+151.5% | $80,856+154.4% |
| Participation rate | 98.0% | 63.4%+34.6pp | 72.3%+25.7pp | 67.6%+30.4pp |
| Annual return | 21.90% | 41.66%-19.8pp | 773.79%-751.9pp | 35.59%-13.7pp |
| Employer contribution / active EE | $6,439 | $2,340+175.2% | $2,912+121.1% | $2,755+133.7% |
| Participant deferral / active EE | $9,644 | $3,281+193.9% | $4,319+123.3% | $4,296+124.5% |
| Admin fee / account holder | $6,978 | $4,981+40.1% | $7,386-5.5% | $6,918+0.9% |