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 | $99,313 | $99,985-0.7% | $146,665-32.3% | $85,850+15.7% |
| Participation rate | 97.0% | 73.1%+23.9pp | 80.1%+16.9pp | 69.3%+27.7pp |
| Annual return | 17.25% | 18.93%-1.7pp | 22.74%-5.5pp | 318.53%-301.3pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,468 | $4,006+61.5% | $5,506+17.5% | $3,952+63.7% |
| Admin fee / account holder | $6,531 | $7,702-15.2% | $10,280-36.5% | $6,260+4.3% |