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 | $123,667 | $131,829-6.2% | $108,579+13.9% | $273,961-54.9% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.6%+9.3pp | 83.0%+5.9pp |
| Annual return | 7.10% | -91.57%+98.7pp | -51.70%+58.8pp | 41.45%-34.4pp |
| Employer contribution / active EE | $1,138 | $4,912-76.8% | $3,758-69.7% | $4,869-76.6% |
| Participant deferral / active EE | $8,583 | $5,127+67.4% | $4,311+99.1% | $5,287+62.3% |
| Admin fee / account holder | $29,815 | $10,252+190.8% | $7,645+290.0% | $10,132+194.3% |