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 | $76,822 | $125,758-38.9% | $169,993-54.8% | $75,163+2.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 7.16% | 27.20%-20.0pp | 53.37%-46.2pp | 160.62%-153.5pp |
| Employer contribution / active EE | $3,671 | $4,615-20.4% | $6,785-45.9% | $2,670+37.5% |
| Participant deferral / active EE | $2,182 | $6,837-68.1% | $10,408-79.0% | $4,125-47.1% |
| Admin fee / account holder | $1,052 | $8,173-87.1% | $12,815-91.8% | $5,651-81.4% |