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 | $167,170 | $70,475+137.2% | $100,516+66.3% | $79,858+109.3% |
| Participation rate | 100.0% | 73.7%+26.3pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 10.64% | 21.90%-11.3pp | 30.89%-20.3pp | 31.71%-21.1pp |
| Employer contribution / active EE | $1,908 | $2,165-11.8% | $3,418-44.2% | $2,471-22.8% |
| Participant deferral / active EE | $3,418 | $5,181-34.0% | $6,270-45.5% | $3,740-8.6% |
| Admin fee / account holder | $11,596 | $4,478+158.9% | $8,081+43.5% | $5,306+118.5% |