Filed October 16, 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 | $72,543 | $102,966-29.5% | $90,281-19.6% | $152,861-52.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 24.36% | 95.16%-70.8pp | 78.10%-53.7pp | 345.32%-321.0pp |
| Employer contribution / active EE | $6,814 | $3,139+117.1% | $2,854+138.7% | $4,762+43.1% |
| Participant deferral / active EE | $4,650 | $4,281+8.6% | $3,885+19.7% | $5,850-20.5% |
| Admin fee / account holder | $633 | $6,171-89.7% | $5,351-88.2% | $11,596-94.5% |