Filed November 1, 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 | $126,253 | $113,935+10.8% | $94,224+34.0% | $125,391+0.7% |
| Participation rate | 78.3% | 82.9%-4.6pp | 78.8%-0.5pp | 83.2%-4.9pp |
| Annual return | -0.96% | 5.29%-6.2pp | 10.68%-11.6pp | 282.22%-283.2pp |
| Employer contribution / active EE | $952 | $4,727-79.9% | $3,587-73.5% | $4,866-80.4% |
| Participant deferral / active EE | $6,352 | $5,179+22.7% | $4,320+47.0% | $5,352+18.7% |
| Admin fee / account holder | $40,840 | $8,391+386.7% | $6,269+551.5% | $9,540+328.1% |