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 | $145,877 | $74,888+94.8% | $71,209+104.9% | $142,382+2.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 18.07% | 345.14%-327.1pp | 282.51%-264.4pp | 217.08%-199.0pp |
| Employer contribution / active EE | $9,120 | $2,854+219.5% | $2,721+235.2% | $4,299+112.1% |
| Participant deferral / active EE | $9,319 | $4,454+109.2% | $4,175+123.2% | $6,507+43.2% |
| Admin fee / account holder | $7,463 | $5,568+34.0% | $5,349+39.5% | $12,624-40.9% |