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 | $57,267 | $86,929-34.1% | $102,423-44.1% | $80,856-29.2% |
| Participation rate | 91.4% | 72.4%+19.1pp | 76.5%+14.9pp | 67.6%+23.8pp |
| Annual return | 17.98% | 18.88%-0.9pp | 29.32%-11.3pp | 35.59%-17.6pp |
| Employer contribution / active EE | $2,539 | $2,369+7.1% | $3,023-16.0% | $2,755-7.8% |
| Participant deferral / active EE | $4,423 | $4,118+7.4% | $5,053-12.5% | $4,296+3.0% |
| Admin fee / account holder | $3,132 | $8,049-61.1% | $9,451-66.9% | $6,918-54.7% |