Filed January 14, 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 | $126,735 | $59,535+112.9% | $90,160+40.6% | $62,292+103.5% |
| Participation rate | 97.2% | 73.0%+24.2pp | 76.9%+20.4pp | 69.5%+27.7pp |
| Annual return | 13.30% | 23.53%-10.2pp | 34.88%-21.6pp | 28.90%-15.6pp |
| Employer contribution / active EE | $1,257 | $1,826-31.1% | $3,318-62.1% | $2,042-38.4% |
| Participant deferral / active EE | $2,476 | $4,639-46.6% | $5,288-53.2% | $3,169-21.9% |
| Admin fee / account holder | $5,538 | $337+1545.0% | $5,943-6.8% | $479+1055.3% |