Filed November 25, 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 | $101,292 | $49,177+106.0% | $79,464+27.5% | $64,186+57.8% |
| Participation rate | 85.3% | 65.0%+20.3pp | 73.3%+11.9pp | 69.6%+15.7pp |
| Annual return | -4.47% | -1.16%-3.3pp | 718.14%-722.6pp | 7.63%-12.1pp |
| Employer contribution / active EE | $5,804 | $2,076+179.5% | $2,800+107.3% | $2,381+143.8% |
| Participant deferral / active EE | $6,209 | $2,821+120.1% | $3,704+67.6% | $3,470+79.0% |
| Admin fee / account holder | $33,051 | $3,839+761.0% | $5,113+546.4% | $4,888+576.2% |