Filed May 17, 1989
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,686 | $167,484-49.4% | $151,611-44.1% | $134,475-37.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.94% | 7.80%-24.7pp | 3.33%-20.3pp | 417.96%-434.9pp |
| Employer contribution / active EE | $2,563 | $6,829-62.5% | $6,166-58.4% | $4,740-45.9% |
| Participant deferral / active EE | $6,691 | $8,986-25.5% | $8,363-20.0% | $6,400+4.6% |
| Admin fee / account holder | $1,115 | $13,783-91.9% | $11,616-90.4% | $11,426-90.2% |