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 | $208,124 | $162,781+27.9% | $133,956+55.4% | $158,922+31.0% |
| Participation rate | 77.8% | 83.2%-5.4pp | 79.8%-2.1pp | 82.0%-4.2pp |
| Annual return | 13.24% | 41.94%-28.7pp | 45.09%-31.9pp | 302.83%-289.6pp |
| Employer contribution / active EE | $1,222 | $4,975-75.4% | $3,919-68.8% | $4,761-74.3% |
| Participant deferral / active EE | $9,594 | $5,911+62.3% | $5,048+90.1% | $5,982+60.4% |
| Admin fee / account holder | $30,125 | $11,736+156.7% | $8,927+237.5% | $11,246+167.9% |