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 | $147,636 | $144,119+2.4% | $117,854+25.3% | $147,5840% |
| Participation rate | 80.0% | 83.4%-3.4pp | 79.7%+0.3pp | 82.8%-2.8pp |
| Annual return | 13.00% | 531.15%-518.1pp | 335.08%-322.1pp | 578.55%-565.5pp |
| Employer contribution / active EE | $1,096 | $4,896-77.6% | $3,786-71.1% | $4,876-77.5% |
| Participant deferral / active EE | $7,502 | $5,316+41.1% | $4,482+67.4% | $5,439+37.9% |
| Admin fee / account holder | $2,463 | $10,886-77.4% | $8,020-69.3% | $10,885-77.4% |