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 | $77,383 | $209,832-63.1% | $189,513-59.2% | $167,490-53.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 8.17% | 748.27%-740.1pp | 555.15%-547.0pp | 478.56%-470.4pp |
| Employer contribution / active EE | $4,565 | $6,914-34.0% | $6,162-25.9% | $4,837-5.6% |
| Participant deferral / active EE | $2,201 | $8,935-75.4% | $8,221-73.2% | $6,341-65.3% |
| Admin fee / account holder | $7,356 | $14,293-48.5% | $12,045-38.9% | $12,309-40.2% |