Filed January 31, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $64,864 | $109,359-40.7% | $162,163-60.0% | $72,985-11.1% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 15.30% | 25.46%-10.2pp | 115.59%-100.3pp | 81.00%-65.7pp |
| Employer contribution / active EE | $3,753 | $3,907-4.0% | $5,614-33.2% | $2,440+53.8% |
| Participant deferral / active EE | $1,946 | $5,481-64.5% | $7,298-73.3% | $3,607-46.1% |
| Admin fee / account holder | $1,157 | $7,972-85.5% | $10,843-89.3% | $5,124-77.4% |