Filed February 5, 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 | $146,593 | $101,724+44.1% | $164,813-11.1% | $80,856+81.3% |
| Participation rate | 76.7% | 71.8%+4.9pp | 78.6%-1.9pp | 67.6%+9.1pp |
| Annual return | 14.30% | 16.72%-2.4pp | 69.93%-55.6pp | 35.59%-21.3pp |
| Employer contribution / active EE | $1,490 | $2,953-49.5% | $4,341-65.7% | $2,755-45.9% |
| Participant deferral / active EE | $4,673 | $4,477+4.4% | $6,031-22.5% | $4,296+8.8% |
| Admin fee / account holder | $11,139 | $8,227+35.4% | $12,690-12.2% | $6,918+61.0% |