Filed October 25, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,559 | $84,556+93.4% | $116,228+40.7% | $74,304+120.1% |
| Participation rate | 75.2% | 66.0%+9.2pp | 74.6%+0.7pp | 60.3%+14.9pp |
| Annual return | 5.17% | 18.35%-13.2pp | 90.06%-84.9pp | 29.43%-24.3pp |
| Employer contribution / active EE | $1,284 | $2,168-40.8% | $2,994-57.1% | $2,241-42.7% |
| Participant deferral / active EE | $3,771 | $3,814-1.1% | $4,953-23.9% | $3,767+0.1% |
| Admin fee / account holder | $11,239 | $3,792+196.4% | $11,989-6.3% | $2,969+278.6% |