Filed October 21, 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 | $98,527 | $153,772-35.9% | $133,980-26.5% | $273,961-64.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -1.82% | 36.51%-38.3pp | 29.30%-31.1pp | 41.45%-43.3pp |
| Employer contribution / active EE | $2,727 | $6,029-54.8% | $5,211-47.7% | $4,869-44.0% |
| Participant deferral / active EE | $5,257 | $6,958-24.4% | $6,282-16.3% | $5,287-0.6% |
| Admin fee / account holder | $464 | $11,765-96.1% | $9,324-95.0% | $10,132-95.4% |