Filed July 3, 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 | $45,315 | $78,422-42.2% | $95,952-52.8% | $79,858-43.3% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 10.32% | 19.37%-9.0pp | 91.61%-81.3pp | 31.71%-21.4pp |
| Employer contribution / active EE | $909 | $1,945-53.3% | $2,541-64.2% | $2,471-63.2% |
| Participant deferral / active EE | $3,438 | $3,4400% | $4,167-17.5% | $3,740-8.1% |
| Admin fee / account holder | $2,673 | $5,622-52.5% | $6,795-60.7% | $5,306-49.6% |