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 | $230,963 | $54,705+322.2% | $71,209+224.3% | $84,808+172.3% |
| Participation rate | 97.8% | 64.1%+33.8pp | 73.8%+24.1pp | 68.3%+29.5pp |
| Annual return | 16.11% | 35.90%-19.8pp | 282.51%-266.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $7,190 | $2,158+233.2% | $2,721+164.2% | $2,631+173.3% |
| Participant deferral / active EE | $10,805 | $3,030+256.5% | $4,175+158.8% | $4,212+156.5% |
| Admin fee / account holder | $29,672 | $4,863+510.1% | $5,349+454.7% | $7,344+304.0% |