Filed September 12, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $66,383 | $72,404-8.3% | $110,238-39.8% | $64,186+3.4% |
| Participation rate | 92.5% | 73.3%+19.2pp | 79.8%+12.7pp | 69.6%+22.9pp |
| Annual return | -6.50% | -6.29%-0.2pp | 314.74%-321.2pp | 7.63%-14.1pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,685 | $3,469+92.7% | $4,672+43.1% | $3,470+92.7% |
| Admin fee / account holder | $4,751 | $5,664-16.1% | $8,547-44.4% | $4,888-2.8% |