Filed April 1, 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 | $45,109 | $60,349-25.3% | $74,183-39.2% | $62,891-28.3% |
| Participation rate | 73.2% | 72.7%+0.4pp | 76.6%-3.4pp | 69.3%+3.9pp |
| Annual return | -2.35% | 21.37%-23.7pp | 17.74%-20.1pp | 20.14%-22.5pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,784 | $2,856-37.5% | $3,550-49.7% | $3,203-44.3% |
| Admin fee / account holder | $1,249 | $4,261-70.7% | $5,586-77.6% | $4,296-70.9% |