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 | $201,658 | $167,484+20.4% | $151,611+33.0% | $134,475+50.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.43% | 7.80%-20.2pp | 3.33%-15.8pp | 417.96%-430.4pp |
| Employer contribution / active EE | $4,109 | $6,829-39.8% | $6,166-33.4% | $4,740-13.3% |
| Participant deferral / active EE | $5,597 | $8,986-37.7% | $8,363-33.1% | $6,400-12.5% |
| Admin fee / account holder | $16,649 | $13,783+20.8% | $11,616+43.3% | $11,426+45.7% |