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 | $141,633 | $57,281+147.3% | $86,612+63.5% | $75,163+88.4% |
| Participation rate | 92.9% | 63.2%+29.7pp | 71.7%+21.2pp | 67.2%+25.7pp |
| Annual return | 16.92% | 2670.75%-2653.8pp | 591.07%-574.1pp | 160.62%-143.7pp |
| Employer contribution / active EE | $5,998 | $2,314+159.2% | $3,022+98.5% | $2,670+124.7% |
| Participant deferral / active EE | $10,720 | $3,318+223.1% | $4,438+141.6% | $4,125+159.9% |
| Admin fee / account holder | $1,762 | $4,112-57.2% | $5,614-68.6% | $5,651-68.8% |