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 | $118,672 | $54,350+118.4% | $82,719+43.5% | $68,494+73.3% |
| Participation rate | 92.9% | 63.9%+28.9pp | 72.6%+20.3pp | 67.9%+25.0pp |
| Annual return | -13.98% | -13.67%-0.3pp | 701.18%-715.2pp | -7.84%-6.1pp |
| Employer contribution / active EE | $6,347 | $2,218+186.1% | $3,009+110.9% | $2,596+144.5% |
| Participant deferral / active EE | $9,675 | $3,246+198.1% | $4,395+120.1% | $4,027+140.2% |
| Admin fee / account holder | $1,440 | $4,395-67.2% | $5,329-73.0% | $5,403-73.3% |