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 | $74,527 | $148,978-50.0% | $200,582-62.8% | $84,808-12.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 12.01% | 28.16%-16.2pp | 42.33%-30.3pp | 40.90%-28.9pp |
| Employer contribution / active EE | $3,968 | $4,815-17.6% | $6,419-38.2% | $2,631+50.8% |
| Participant deferral / active EE | $2,126 | $7,142-70.2% | $9,331-77.2% | $4,212-49.5% |
| Admin fee / account holder | $8,996 | $13,977-35.6% | $16,305-44.8% | $7,344+22.5% |