Filed October 3, 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 7-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 | $136,008 | $105,181+29.3% | $159,436-14.7% | $85,850+58.4% |
| Participation rate | 89.8% | 75.8%+14.1pp | 82.8%+7.0pp | 69.3%+20.5pp |
| Annual return | -22.79% | 45.07%-67.9pp | 263.57%-286.4pp | 318.53%-341.3pp |
| Employer contribution / active EE | $8,504 | $3,318+156.3% | $4,829+76.1% | $2,565+231.5% |
| Participant deferral / active EE | $11,052 | $5,945+85.9% | $7,352+50.3% | $3,952+179.7% |
| Admin fee / account holder | $4,593 | $6,933-33.8% | $10,799-57.5% | $6,260-26.6% |