Filed February 25, 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 | $83,863 | $133,958-37.4% | $112,228-25.3% | $134,475-37.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.59% | 47.11%-67.7pp | 27.45%-48.0pp | 417.96%-438.6pp |
| Employer contribution / active EE | $4,613 | $4,038+14.2% | $3,635+26.9% | $4,740-2.7% |
| Participant deferral / active EE | $125 | $5,291-97.6% | $4,728-97.4% | $6,400-98.0% |
| Admin fee / account holder | $3,011 | $7,489-59.8% | $6,410-53.0% | $11,426-73.6% |