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 | $193,627 | $54,705+253.9% | $71,209+171.9% | $84,808+128.3% |
| Participation rate | 92.6% | 64.1%+28.5pp | 73.8%+18.8pp | 68.3%+24.3pp |
| Annual return | 17.12% | 35.90%-18.8pp | 282.51%-265.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $8,287 | $2,158+284.0% | $2,721+204.6% | $2,631+215.0% |
| Participant deferral / active EE | $11,800 | $3,030+289.4% | $4,175+182.6% | $4,212+180.2% |
| Admin fee / account holder | $8,877 | $4,863+82.5% | $5,349+66.0% | $7,344+20.9% |