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 | $47,995 | $78,422-38.8% | $95,952-50.0% | $79,858-39.9% |
| Participation rate | 79.1% | 73.5%+5.6pp | 77.1%+2.0pp | 69.6%+9.4pp |
| Annual return | -6.04% | 19.37%-25.4pp | 91.61%-97.7pp | 31.71%-37.8pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,424 | $3,440-29.5% | $4,167-41.8% | $3,740-35.2% |
| Admin fee / account holder | $4,727 | $5,622-15.9% | $6,795-30.4% | $5,306-10.9% |