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 | $220,941 | $185,822+18.9% | $169,993+30.0% | $139,434+58.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.66% | 60.50%-46.8pp | 53.37%-39.7pp | 372.94%-359.3pp |
| Employer contribution / active EE | $3,948 | $7,590-48.0% | $6,785-41.8% | $4,751-16.9% |
| Participant deferral / active EE | $4,865 | $11,622-58.1% | $10,408-53.3% | $6,710-27.5% |
| Admin fee / account holder | $2,387 | $15,381-84.5% | $12,815-81.4% | $11,403-79.1% |