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 | $87,468 | $92,703-5.6% | $82,719+5.7% | $134,475-35.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.61% | 944.92%-964.5pp | 701.18%-720.8pp | 417.96%-437.6pp |
| Employer contribution / active EE | $8,411 | $3,274+156.9% | $3,009+179.5% | $4,740+77.5% |
| Participant deferral / active EE | $12,311 | $4,802+156.4% | $4,395+180.1% | $6,400+92.4% |
| Admin fee / account holder | $2,103 | $5,983-64.9% | $5,329-60.5% | $11,426-81.6% |