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 | $68,719+117.7% | $91,541+63.4% | $84,808+76.4% |
| Participation rate | 71.0% | 64.5%+6.5pp | 69.8%+1.2pp | 68.3%+2.7pp |
| Annual return | 16.28% | 19.12%-2.8pp | 20.50%-4.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $1,837 | $1,920-4.3% | $2,505-26.6% | $2,631-30.2% |
| Participant deferral / active EE | $7,031 | $3,136+124.2% | $4,008+75.4% | $4,212+66.9% |
| Admin fee / account holder | $5,845 | $5,786+1.0% | $6,956-16.0% | $7,344-20.4% |