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 | $92,668 | $91,538+1.2% | $129,995-28.7% | $75,163+23.3% |
| Participation rate | 97.1% | 71.4%+25.7pp | 78.5%+18.7pp | 67.2%+30.0pp |
| Annual return | 15.07% | -631.11%+646.2pp | -137.18%+152.2pp | 160.62%-145.6pp |
| Employer contribution / active EE | $12 | $2,845-99.6% | $4,320-99.7% | $2,670-99.5% |
| Participant deferral / active EE | $5,618 | $4,341+29.4% | $5,820-3.5% | $4,125+36.2% |
| Admin fee / account holder | $7,735 | $6,790+13.9% | $10,614-27.1% | $5,651+36.9% |