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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,570 | $78,485-70.0% | $106,213-77.8% | $74,495-68.4% |
| Participation rate | 94.5% | 72.8%+21.7pp | 75.3%+19.3pp | 67.2%+27.3pp |
| Annual return | 0.00% | 15.95%-15.9pp | 116.14%-116.1pp | 1364.94%-1364.9pp |
| Employer contribution / active EE | $2,148 | $2,523-14.9% | $3,171-32.3% | $2,623-18.1% |
| Participant deferral / active EE | $0 | $4,322-100.0% | $5,016-100.0% | $4,346-100.0% |
| Admin fee / account holder | $548 | $2,232-75.5% | $11,033-95.0% | $1,942-71.8% |