Filed December 1, 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 | $149,592 | $67,894+120.3% | $89,340+67.4% | $82,448+81.4% |
| Participation rate | 71.0% | 64.0%+6.9pp | 69.6%+1.4pp | 68.1%+2.9pp |
| Annual return | 16.28% | 19.21%-2.9pp | 20.57%-4.3pp | 41.64%-25.4pp |
| Employer contribution / active EE | $1,837 | $1,828+0.5% | $2,231-17.7% | $2,551-28.0% |
| Participant deferral / active EE | $7,031 | $3,072+128.8% | $3,823+83.9% | $4,139+69.9% |
| Admin fee / account holder | $5,845 | $5,723+2.1% | $6,704-12.8% | $7,234-19.2% |