Filed November 15, 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 | $136,684 | $140,588-2.8% | $123,104+11.0% | $125,391+9.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -1.05% | 16.80%-17.8pp | 13.22%-14.3pp | 282.22%-283.3pp |
| Employer contribution / active EE | $2,947 | $6,041-51.2% | $5,151-42.8% | $4,866-39.4% |
| Participant deferral / active EE | $4,360 | $6,980-37.5% | $6,230-30.0% | $5,352-18.5% |
| Admin fee / account holder | $12,906 | $11,198+15.3% | $9,015+43.2% | $9,540+35.3% |