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 | $70,026 | $123,793-43.4% | $177,821-60.6% | $79,858-12.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 9.11% | 22.82%-13.7pp | 48.32%-39.2pp | 31.71%-22.6pp |
| Employer contribution / active EE | $3,903 | $4,095-4.7% | $5,918-34.0% | $2,471+58.0% |
| Participant deferral / active EE | $2,098 | $5,956-64.8% | $7,714-72.8% | $3,740-43.9% |
| Admin fee / account holder | $1,227 | $7,243-83.1% | $12,427-90.1% | $5,306-76.9% |