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 | $161,325 | $58,208+177.2% | $81,812+97.2% | $80,856+99.5% |
| Participation rate | 92.3% | 63.4%+28.9pp | 72.3%+20.0pp | 67.6%+24.7pp |
| Annual return | 10.89% | 41.66%-30.8pp | 773.79%-762.9pp | 35.59%-24.7pp |
| Employer contribution / active EE | $7,640 | $2,340+226.5% | $2,912+162.3% | $2,755+177.3% |
| Participant deferral / active EE | $11,410 | $3,281+247.8% | $4,319+164.2% | $4,296+165.6% |
| Admin fee / account holder | $12,044 | $4,981+141.8% | $7,386+63.1% | $6,918+74.1% |