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 | $48,115 | $72,492-33.6% | $87,100-44.8% | $72,985-34.1% |
| Participation rate | 81.4% | 72.8%+8.6pp | 76.9%+4.5pp | 69.5%+11.9pp |
| Annual return | 4.11% | 24.46%-20.4pp | 28.19%-24.1pp | 81.00%-76.9pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,195 | $3,270-32.8% | $4,049-45.8% | $3,607-39.1% |
| Admin fee / account holder | $1,483 | $5,055-70.7% | $7,497-80.2% | $5,124-71.1% |